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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 | $35,600 | $102,595-65.3% | $94,057-62.2% | $154,746-77.0% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 15.37% | 583.42%-568.1pp | 480.62%-465.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $989 | $3,147-68.6% | $2,933-66.3% | $4,379-77.4% |
| Participant deferral / active EE | $2,033 | $5,118-60.3% | $4,709-56.8% | $6,730-69.8% |
| Admin fee / account holder | $7,382 | $7,736-4.6% | $7,244+1.9% | $14,365-48.6% |