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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 | $16,803 | $76,522-78.0% | $56,033-70.0% | $145,884-88.5% |
| Participation rate | 20.8% | 63.2%-42.4pp | 52.5%-31.7pp | 80.3%-59.5pp |
| Annual return | 18.08% | 3014.28%-2996.2pp | 1711.38%-1693.3pp | 551.85%-533.8pp |
| Employer contribution / active EE | $254 | $1,382-81.6% | $1,041-75.6% | $4,662-94.6% |
| Participant deferral / active EE | $1,594 | $2,624-39.3% | $1,954-18.4% | $6,690-76.2% |
| Admin fee / account holder | $17,236 | $3,328+417.9% | $2,827+509.7% | $13,392+28.7% |