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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 | $41,679 | $90,606-54.0% | $79,466-47.6% | $135,379-69.2% |
| Participation rate | 44.4% | 76.0%-31.6pp | 73.3%-28.9pp | 82.6%-38.2pp |
| Annual return | 7.93% | 977.69%-969.8pp | 718.28%-710.3pp | 519.79%-511.9pp |
| Employer contribution / active EE | $318 | $3,068-89.6% | $2,800-88.7% | $4,779-93.4% |
| Participant deferral / active EE | $640 | $4,050-84.2% | $3,704-82.7% | $5,609-88.6% |
| Admin fee / account holder | $2,143 | $5,895-63.6% | $5,104-58.0% | $10,828-80.2% |