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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 | $76,634-92.7% | $56,054-90.0% | $145,978-96.2% |
| Participation rate | 19.0% | 63.2%-44.2pp | 52.5%-33.4pp | 80.3%-61.2pp |
| Annual return | 11.22% | 3004.33%-2993.1pp | 1705.95%-1694.7pp | 550.52%-539.3pp |
| Employer contribution / active EE | $437 | $1,380-68.4% | $1,039-58.0% | $4,662-90.6% |
| Participant deferral / active EE | $611 | $2,622-76.7% | $1,952-68.7% | $6,690-90.9% |
| Admin fee / account holder | $3,120 | $3,321-6.1% | $2,822+10.5% | $13,400-76.7% |