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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 | $47,456 | $27,936+69.9% | $58,561-19.0% | $75,173-36.9% |
| Participation rate | 6.2% | 38.8%-32.7pp | 50.9%-44.7pp | 67.2%-61.0pp |
| Annual return | 22.48% | 44.21%-21.7pp | 4251.33%-4228.8pp | 160.72%-138.2pp |
| Employer contribution / active EE | $180 | $670-73.1% | $1,053-82.9% | $2,671-93.3% |
| Participant deferral / active EE | $893 | $1,202-25.7% | $1,923-53.6% | $4,126-78.4% |
| Admin fee / account holder | $787 | $1,727-54.4% | $2,520-68.8% | $5,651-86.1% |