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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,656 | $76,608-23.4% | $56,077+4.6% | $145,877-59.8% |
| Participation rate | 11.8% | 63.2%-51.5pp | 52.5%-40.7pp | 80.3%-68.5pp |
| Annual return | 15.39% | 3009.59%-2994.2pp | 1709.28%-1693.9pp | 551.28%-535.9pp |
| Employer contribution / active EE | $388 | $1,382-71.9% | $1,040-62.7% | $4,663-91.7% |
| Participant deferral / active EE | $2,706 | $2,624+3.1% | $1,954+38.5% | $6,691-59.6% |
| Admin fee / account holder | $395 | $3,325-88.1% | $2,825-86.0% | $13,402-97.1% |