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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 | $35,191 | $103,008-65.8% | $90,304-61.0% | $152,897-77.0% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | 26.55% | 95.22%-68.7pp | 78.13%-51.6pp | 345.43%-318.9pp |
| Employer contribution / active EE | $1,761 | $3,139-43.9% | $2,855-38.3% | $4,764-63.0% |
| Participant deferral / active EE | $3,573 | $4,281-16.5% | $3,885-8.0% | $5,851-38.9% |
| Admin fee / account holder | $3,339 | $6,175-45.9% | $5,354-37.6% | $11,599-71.2% |