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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 | $29,830 | $185,225-83.9% | $142,898-79.1% | $167,536-82.2% |
| Participation rate | 62.5% | 78.5%-16.0pp | 72.0%-9.5pp | 82.1%-19.6pp |
| Annual return | 11.17% | 8558.12%-8547.0pp | 5639.64%-5628.5pp | 478.82%-467.6pp |
| Employer contribution / active EE | $586 | $5,607-89.5% | $4,146-85.9% | $4,839-87.9% |
| Participant deferral / active EE | $1,388 | $4,496-69.1% | $3,838-63.8% | $6,342-78.1% |
| Admin fee / account holder | $19,549 | $8,032+143.4% | $6,560+198.0% | $12,315+58.7% |