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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 | $46,845 | $76,519-38.8% | $56,025-16.4% | $145,897-67.9% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 13.74% | 3017.03%-3003.3pp | 1712.69%-1698.9pp | 552.29%-538.6pp |
| Employer contribution / active EE | $668 | $1,383-51.7% | $1,042-35.9% | $4,663-85.7% |
| Participant deferral / active EE | $1,473 | $2,624-43.9% | $1,955-24.6% | $6,689-78.0% |
| Admin fee / account holder | $581 | $3,331-82.5% | $2,828-79.5% | $13,390-95.7% |