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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 | $39,255 | $84,236-53.4% | $170,439-77.0% | $70,124-44.0% |
| Participation rate | 33.3% | 70.8%-37.5pp | 83.6%-50.3pp | 69.5%-36.2pp |
| Annual return | 22.33% | 23.06%-0.7pp | 205.94%-183.6pp | 73.14%-50.8pp |
| Employer contribution / active EE | $602 | $3,387-82.2% | $5,433-88.9% | $2,342-74.3% |
| Participant deferral / active EE | $1,757 | $3,086-43.1% | $4,939-64.4% | $3,332-47.3% |
| Admin fee / account holder | $588 | $5,698-89.7% | $13,881-95.8% | $4,645-87.4% |