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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 | $41,463 | $100,203-58.6% | $85,240-51.4% | $145,897-71.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 13.65% | 84.28%-70.6pp | 66.75%-53.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $936 | $3,242-71.1% | $2,735-65.8% | $4,663-79.9% |
| Participant deferral / active EE | $2,441 | $5,299-53.9% | $4,527-46.1% | $6,689-63.5% |
| Admin fee / account holder | $489 | $7,265-93.3% | $6,165-92.1% | $13,390-96.3% |