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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 | $16,604 | $76,608-78.3% | $56,077-70.4% | $145,877-88.6% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 9.80% | 3009.59%-2999.8pp | 1709.28%-1699.5pp | 551.28%-541.5pp |
| Employer contribution / active EE | $404 | $1,382-70.8% | $1,040-61.2% | $4,663-91.3% |
| Participant deferral / active EE | $673 | $2,624-74.4% | $1,954-65.6% | $6,691-89.9% |
| Admin fee / account holder | $7,134 | $3,325+114.6% | $2,825+152.6% | $13,402-46.8% |