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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 | $37,532 | $111,814-66.4% | $93,654-59.9% | $145,959-74.3% |
| Participation rate | 41.7% | 74.2%-32.5pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | 13.09% | 203.30%-190.2pp | 133.34%-120.3pp | 561.95%-548.9pp |
| Employer contribution / active EE | $687 | $3,092-77.8% | $2,421-71.6% | $4,661-85.3% |
| Participant deferral / active EE | $5,250 | $4,914+6.8% | $4,413+19.0% | $6,689-21.5% |
| Admin fee / account holder | $1,606 | $10,246-84.3% | $8,282-80.6% | $13,398-88.0% |