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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 | $14,352 | $76,522-81.2% | $56,033-74.4% | $145,884-90.2% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 16.93% | 3014.28%-2997.3pp | 1711.38%-1694.4pp | 551.85%-534.9pp |
| Employer contribution / active EE | $569 | $1,382-58.9% | $1,041-45.4% | $4,662-87.8% |
| Participant deferral / active EE | $1,350 | $2,624-48.6% | $1,954-30.9% | $6,690-79.8% |
| Admin fee / account holder | $700 | $3,328-79.0% | $2,827-75.2% | $13,392-94.8% |