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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 | $1,583 | $76,608-97.9% | $56,077-97.2% | $145,877-98.9% |
| Participation rate | 65.2% | 63.2%+2.0pp | 52.5%+12.7pp | 80.3%-15.1pp |
| Annual return | 7.78% | 3009.59%-3001.8pp | 1709.28%-1701.5pp | 551.28%-543.5pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $497 | $2,624-81.1% | $1,954-74.6% | $6,691-92.6% |
| Admin fee / account holder | $541 | $3,325-83.7% | $2,825-80.8% | $13,402-96.0% |