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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 | $5,585 | $76,608-92.7% | $56,077-90.0% | $145,877-96.2% |
| Participation rate | 19.0% | 63.2%-44.2pp | 52.5%-33.5pp | 80.3%-61.3pp |
| Annual return | 11.22% | 3009.59%-2998.4pp | 1709.28%-1698.1pp | 551.28%-540.1pp |
| Employer contribution / active EE | $437 | $1,382-68.4% | $1,040-58.0% | $4,663-90.6% |
| Participant deferral / active EE | $611 | $2,624-76.7% | $1,954-68.8% | $6,691-90.9% |
| Admin fee / account holder | $3,120 | $3,325-6.2% | $2,825+10.4% | $13,402-76.7% |