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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 | $31,087 | $76,785-59.5% | $56,441-44.9% | $145,959-78.7% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 12.01% | 3000.51%-2988.5pp | 1704.21%-1692.2pp | 561.95%-549.9pp |
| Employer contribution / active EE | $546 | $1,381-60.4% | $1,039-47.4% | $4,661-88.3% |
| Participant deferral / active EE | $3,983 | $2,624+51.8% | $1,953+104.0% | $6,689-40.4% |
| Admin fee / account holder | $857 | $3,334-74.3% | $2,829-69.7% | $13,398-93.6% |