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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 | $46,583 | $76,634-39.2% | $56,054-16.9% | $145,978-68.1% |
| Participation rate | 30.8% | 63.2%-32.5pp | 52.5%-21.7pp | 80.3%-49.5pp |
| Annual return | 14.27% | 3004.33%-2990.1pp | 1705.95%-1691.7pp | 550.52%-536.2pp |
| Employer contribution / active EE | $657 | $1,380-52.4% | $1,039-36.7% | $4,662-85.9% |
| Participant deferral / active EE | $1,894 | $2,622-27.8% | $1,952-3.0% | $6,690-71.7% |
| Admin fee / account holder | $881 | $3,321-73.5% | $2,822-68.8% | $13,400-93.4% |