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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 | $27,701 | $76,634-63.9% | $56,054-50.6% | $145,978-81.0% |
| Participation rate | 16.7% | 63.2%-46.6pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | 18.47% | 3004.33%-2985.9pp | 1705.95%-1687.5pp | 550.52%-532.0pp |
| Employer contribution / active EE | $248 | $1,380-82.0% | $1,039-76.1% | $4,662-94.7% |
| Participant deferral / active EE | $274 | $2,622-89.5% | $1,952-86.0% | $6,690-95.9% |
| Admin fee / account holder | $7,008 | $3,321+111.0% | $2,822+148.3% | $13,400-47.7% |