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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 | $32,340 | $76,608-57.8% | $56,077-42.3% | $145,877-77.8% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 7.67% | 3009.59%-3001.9pp | 1709.28%-1701.6pp | 551.28%-543.6pp |
| Employer contribution / active EE | $977 | $1,382-29.3% | $1,040-6.1% | $4,663-79.0% |
| Participant deferral / active EE | $7,378 | $2,624+181.2% | $1,954+277.6% | $6,691+10.3% |
| Admin fee / account holder | $1,614 | $3,325-51.5% | $2,825-42.9% | $13,402-88.0% |