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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 | $24,667 | $110,629-77.7% | $80,784-69.5% | $167,553-85.3% |
| Participation rate | 45.0% | 64.0%-19.0pp | 54.2%-9.2pp | 82.1%-37.1pp |
| Annual return | 13.84% | 120.58%-106.7pp | 87.31%-73.5pp | 478.89%-465.1pp |
| Employer contribution / active EE | $974 | $1,543-36.9% | $1,160-16.1% | $4,840-79.9% |
| Participant deferral / active EE | $1,880 | $2,871-34.5% | $2,145-12.4% | $6,343-70.4% |
| Admin fee / account holder | $492 | $4,547-89.2% | $3,380-85.5% | $12,316-96.0% |