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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 | $29,987 | $76,608-60.9% | $56,077-46.5% | $145,877-79.4% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 11.57% | 3009.59%-2998.0pp | 1709.28%-1697.7pp | 551.28%-539.7pp |
| Employer contribution / active EE | $838 | $1,382-39.4% | $1,040-19.5% | $4,663-82.0% |
| Participant deferral / active EE | $1,068 | $2,624-59.3% | $1,954-45.3% | $6,691-84.0% |
| Admin fee / account holder | $928 | $3,325-72.1% | $2,825-67.1% | $13,402-93.1% |