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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 | $11,662 | $81,763-85.7% | $58,561-80.1% | $139,466-91.6% |
| Participation rate | 35.3% | 61.3%-26.0pp | 50.9%-15.6pp | 80.3%-45.0pp |
| Annual return | 15.52% | 7427.77%-7412.3pp | 4251.33%-4235.8pp | 373.66%-358.1pp |
| Employer contribution / active EE | $344 | $1,398-75.4% | $1,053-67.3% | $4,754-92.8% |
| Participant deferral / active EE | $591 | $2,555-76.9% | $1,923-69.3% | $6,712-91.2% |
| Admin fee / account holder | $444 | $3,273-86.4% | $2,520-82.4% | $11,409-96.1% |