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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 | $15,028 | $81,749-81.6% | $58,544-74.3% | $139,456-89.2% |
| Participation rate | 38.9% | 61.3%-22.4pp | 50.9%-12.0pp | 80.3%-41.4pp |
| Annual return | 11.29% | 7425.45%-7414.2pp | 4249.56%-4238.3pp | 373.45%-362.2pp |
| Employer contribution / active EE | $605 | $1,398-56.7% | $1,053-42.5% | $4,753-87.3% |
| Participant deferral / active EE | $746 | $2,555-70.8% | $1,923-61.2% | $6,711-88.9% |
| Admin fee / account holder | $770 | $3,272-76.5% | $2,520-69.5% | $11,407-93.3% |