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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 | $56,673 | $110,039-48.5% | $97,260-41.7% | $145,884-61.2% |
| Participation rate | 16.7% | 75.9%-59.3pp | 72.7%-56.0pp | 80.3%-63.6pp |
| Annual return | 9.50% | 244.44%-234.9pp | 75.54%-66.0pp | 551.85%-542.4pp |
| Employer contribution / active EE | $976 | $3,074-68.2% | $2,721-64.1% | $4,662-79.1% |
| Participant deferral / active EE | $1,781 | $4,674-61.9% | $4,262-58.2% | $6,690-73.4% |
| Admin fee / account holder | $435 | $6,204-93.0% | $5,640-92.3% | $13,392-96.8% |