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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 | $24,341 | $52,450-53.6% | $129,397-81.2% | $74,429-67.3% |
| Participation rate | 42.3% | 53.8%-11.6pp | 69.6%-27.4pp | 67.2%-25.0pp |
| Annual return | 25.36% | 15.65%+9.7pp | 9453.98%-9428.6pp | 1368.38%-1343.0pp |
| Employer contribution / active EE | $5,875 | $1,532+283.4% | $4,154+41.4% | $2,625+123.8% |
| Participant deferral / active EE | $6,238 | $2,797+123.0% | $4,167+49.7% | $4,348+43.5% |
| Admin fee / account holder | $16,530 | $2,636+527.1% | $7,679+115.3% | $1,944+750.2% |