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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 | $125,778-73.7% | $114,563-71.1% | $154,746-78.6% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.9%-35.4pp | 80.7%-43.2pp |
| Annual return | 14.17% | 295.14%-281.0pp | 241.09%-226.9pp | 172.34%-158.2pp |
| Employer contribution / active EE | $790 | $2,806-71.9% | $2,592-69.5% | $4,379-82.0% |
| Participant deferral / active EE | $1,067 | $4,445-76.0% | $4,142-74.2% | $6,730-84.2% |
| Admin fee / account holder | $3,581 | $8,190-56.3% | $7,623-53.0% | $14,365-75.1% |