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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 | $33,119 | $101,618-67.4% | $93,063-64.4% | $137,256-75.9% |
| Participation rate | 37.5% | 74.9%-37.4pp | 72.1%-34.6pp | 80.0%-42.5pp |
| Annual return | 14.17% | 223.95%-209.8pp | 34.15%-20.0pp | 220.34%-206.2pp |
| Employer contribution / active EE | $790 | $2,707-70.8% | $2,476-68.1% | $4,156-81.0% |
| Participant deferral / active EE | $1,067 | $4,279-75.1% | $3,958-73.0% | $6,407-83.3% |
| Admin fee / account holder | $3,581 | $6,198-42.2% | $6,033-40.6% | $12,270-70.8% |