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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 | $39,093 | $103,008-62.0% | $90,304-56.7% | $152,897-74.4% |
| Participation rate | 37.5% | 75.9%-38.4pp | 73.3%-35.8pp | 82.5%-45.0pp |
| Annual return | 22.08% | 95.22%-73.1pp | 78.13%-56.1pp | 345.43%-323.4pp |
| Employer contribution / active EE | $1,712 | $3,139-45.5% | $2,855-40.0% | $4,764-64.1% |
| Participant deferral / active EE | $3,638 | $4,281-15.0% | $3,885-6.4% | $5,851-37.8% |
| Admin fee / account holder | $3,497 | $6,175-43.4% | $5,354-34.7% | $11,599-69.9% |