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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 | $12,554 | $76,519-83.6% | $56,025-77.6% | $145,897-91.4% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 17.23% | 3017.03%-2999.8pp | 1712.69%-1695.5pp | 552.29%-535.1pp |
| Employer contribution / active EE | $312 | $1,383-77.4% | $1,042-70.1% | $4,663-93.3% |
| Participant deferral / active EE | $1,990 | $2,624-24.2% | $1,955+1.8% | $6,689-70.2% |
| Admin fee / account holder | $1,402 | $3,331-57.9% | $2,828-50.4% | $13,390-89.5% |