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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 | $37,647 | $76,519-50.8% | $56,025-32.8% | $145,897-74.2% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 11.15% | 3017.03%-3005.9pp | 1712.69%-1701.5pp | 552.29%-541.1pp |
| Employer contribution / active EE | $189 | $1,383-86.3% | $1,042-81.8% | $4,663-95.9% |
| Participant deferral / active EE | $2,052 | $2,624-21.8% | $1,955+5.0% | $6,689-69.3% |
| Admin fee / account holder | $790 | $3,331-76.3% | $2,828-72.1% | $13,390-94.1% |