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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 | $16,035 | $76,519-79.0% | $56,025-71.4% | $145,897-89.0% |
| Participation rate | 38.9% | 63.2%-24.3pp | 52.5%-13.6pp | 80.3%-41.4pp |
| Annual return | 9.04% | 3017.03%-3008.0pp | 1712.69%-1703.6pp | 552.29%-543.3pp |
| Employer contribution / active EE | $564 | $1,383-59.2% | $1,042-45.8% | $4,663-87.9% |
| Participant deferral / active EE | $705 | $2,624-73.1% | $1,955-63.9% | $6,689-89.5% |
| Admin fee / account holder | $4,180 | $3,331+25.5% | $2,828+47.8% | $13,390-68.8% |