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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 | $76,519-92.7% | $56,025-90.0% | $145,897-96.2% |
| Participation rate | 19.0% | 63.2%-44.2pp | 52.5%-33.5pp | 80.3%-61.3pp |
| Annual return | 11.22% | 3017.03%-3005.8pp | 1712.69%-1701.5pp | 552.29%-541.1pp |
| Employer contribution / active EE | $437 | $1,383-68.4% | $1,042-58.1% | $4,663-90.6% |
| Participant deferral / active EE | $611 | $2,624-76.7% | $1,955-68.8% | $6,689-90.9% |
| Admin fee / account holder | $3,120 | $3,331-6.3% | $2,828+10.3% | $13,390-76.7% |