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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 | $9,495 | $76,522-87.6% | $56,033-83.1% | $145,884-93.5% |
| Participation rate | 23.8% | 63.2%-39.4pp | 52.5%-28.7pp | 80.3%-56.5pp |
| Annual return | 17.07% | 3014.28%-2997.2pp | 1711.38%-1694.3pp | 551.85%-534.8pp |
| Employer contribution / active EE | $327 | $1,382-76.4% | $1,041-68.6% | $4,662-93.0% |
| Participant deferral / active EE | $633 | $2,624-75.9% | $1,954-67.6% | $6,690-90.5% |
| Admin fee / account holder | $683 | $3,328-79.5% | $2,827-75.8% | $13,392-94.9% |