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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 | $24,985 | $76,634-67.4% | $56,054-55.4% | $145,978-82.9% |
| Participation rate | 47.1% | 63.2%-16.2pp | 52.5%-5.4pp | 80.3%-33.2pp |
| Annual return | 19.81% | 3004.33%-2984.5pp | 1705.95%-1686.1pp | 550.52%-530.7pp |
| Employer contribution / active EE | $523 | $1,380-62.1% | $1,039-49.6% | $4,662-88.8% |
| Participant deferral / active EE | $1,170 | $2,622-55.4% | $1,952-40.1% | $6,690-82.5% |
| Admin fee / account holder | $1,540 | $3,321-53.6% | $2,822-45.5% | $13,400-88.5% |