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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 | $76,608-78.1% | $56,077-70.0% | $145,877-88.5% |
| Participation rate | 20.8% | 63.2%-42.4pp | 52.5%-31.7pp | 80.3%-59.5pp |
| Annual return | 18.08% | 3009.59%-2991.5pp | 1709.28%-1691.2pp | 551.28%-533.2pp |
| Employer contribution / active EE | $254 | $1,382-81.6% | $1,040-75.6% | $4,663-94.6% |
| Participant deferral / active EE | $1,594 | $2,624-39.3% | $1,954-18.4% | $6,691-76.2% |
| Admin fee / account holder | $17,236 | $3,325+418.4% | $2,825+510.1% | $13,402+28.6% |