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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 | $76,519-59.4% | $56,025-44.5% | $145,897-78.7% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 12.01% | 3017.03%-3005.0pp | 1712.69%-1700.7pp | 552.29%-540.3pp |
| Employer contribution / active EE | $546 | $1,383-60.5% | $1,042-47.6% | $4,663-88.3% |
| Participant deferral / active EE | $3,983 | $2,624+51.8% | $1,955+103.8% | $6,689-40.5% |
| Admin fee / account holder | $857 | $3,331-74.3% | $2,828-69.7% | $13,390-93.6% |