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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 | $7,588 | $76,608-90.1% | $56,077-86.5% | $145,877-94.8% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 17.61% | 3009.59%-2992.0pp | 1709.28%-1691.7pp | 551.28%-533.7pp |
| Employer contribution / active EE | $446 | $1,382-67.7% | $1,040-57.1% | $4,663-90.4% |
| Participant deferral / active EE | $585 | $2,624-77.7% | $1,954-70.1% | $6,691-91.3% |
| Admin fee / account holder | $966 | $3,325-71.0% | $2,825-65.8% | $13,402-92.8% |