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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 | $25,519 | $81,763-68.8% | $58,561-56.4% | $139,466-81.7% |
| Participation rate | 30.8% | 61.3%-30.6pp | 50.9%-20.1pp | 80.3%-49.6pp |
| Annual return | 32.72% | 7427.77%-7395.1pp | 4251.33%-4218.6pp | 373.66%-340.9pp |
| Employer contribution / active EE | $599 | $1,398-57.1% | $1,053-43.1% | $4,754-87.4% |
| Participant deferral / active EE | $3,758 | $2,555+47.1% | $1,923+95.4% | $6,712-44.0% |
| Admin fee / account holder | $454 | $3,273-86.1% | $2,520-82.0% | $11,409-96.0% |