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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 | $22,000 | $138,114-84.1% | $125,391-82.5% | $134,545-83.6% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | 0.31% | 750.88%-750.6pp | 572.41%-572.1pp | 418.37%-418.1pp |
| Employer contribution / active EE | $4,000 | $5,246-23.8% | $4,816-16.9% | $4,742-15.6% |
| Participant deferral / active EE | $3,333 | $7,801-57.3% | $7,448-55.2% | $6,401-47.9% |
| Admin fee / account holder | $136,111 | $11,570+1076.4% | $10,009+1259.9% | $11,431+1090.8% |