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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 | $7,666 | $76,519-90.0% | $56,025-86.3% | $145,897-94.7% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 17.18% | 3017.03%-2999.8pp | 1712.69%-1695.5pp | 552.29%-535.1pp |
| Employer contribution / active EE | $518 | $1,383-62.6% | $1,042-50.3% | $4,663-88.9% |
| Participant deferral / active EE | $695 | $2,624-73.5% | $1,955-64.5% | $6,689-89.6% |
| Admin fee / account holder | $5,341 | $3,331+60.4% | $2,828+88.8% | $13,390-60.1% |