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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 | $60,424 | $76,519-21.0% | $56,025+7.9% | $145,897-58.6% |
| Participation rate | 13.0% | 63.2%-50.2pp | 52.5%-39.5pp | 80.3%-67.3pp |
| Annual return | 15.22% | 3017.03%-3001.8pp | 1712.69%-1697.5pp | 552.29%-537.1pp |
| Employer contribution / active EE | $278 | $1,383-79.9% | $1,042-73.3% | $4,663-94.0% |
| Participant deferral / active EE | $694 | $2,624-73.5% | $1,955-64.5% | $6,689-89.6% |
| Admin fee / account holder | $1,481 | $3,331-55.5% | $2,828-47.6% | $13,390-88.9% |