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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 | $32,718 | $72,071-54.6% | $68,368-52.1% | $137,256-76.2% |
| Participation rate | 35.3% | 76.2%-40.9pp | 73.8%-38.5pp | 80.0%-44.7pp |
| Annual return | 16.67% | 353.14%-336.5pp | 292.57%-275.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $679 | $2,788-75.6% | $2,649-74.4% | $4,156-83.7% |
| Participant deferral / active EE | $1,358 | $4,410-69.2% | $4,123-67.1% | $6,407-78.8% |
| Admin fee / account holder | $5,573 | $5,336+4.5% | $5,150+8.2% | $12,270-54.6% |