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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 | $11,013 | $72,071-84.7% | $68,368-83.9% | $137,256-92.0% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.0%-42.5pp |
| Annual return | 24.89% | 353.14%-328.3pp | 292.57%-267.7pp | 220.34%-195.5pp |
| Employer contribution / active EE | $756 | $2,788-72.9% | $2,649-71.5% | $4,156-81.8% |
| Participant deferral / active EE | $946 | $4,410-78.6% | $4,123-77.1% | $6,407-85.2% |
| Admin fee / account holder | $496 | $5,336-90.7% | $5,150-90.4% | $12,270-96.0% |