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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 | $30,592 | $72,071-57.6% | $68,368-55.3% | $137,256-77.7% |
| Participation rate | 7.1% | 76.2%-69.1pp | 73.8%-66.6pp | 80.0%-72.8pp |
| Annual return | 17.51% | 353.14%-335.6pp | 292.57%-275.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $474 | $2,788-83.0% | $2,649-82.1% | $4,156-88.6% |
| Participant deferral / active EE | $670 | $4,410-84.8% | $4,123-83.8% | $6,407-89.5% |
| Admin fee / account holder | $562 | $5,336-89.5% | $5,150-89.1% | $12,270-95.4% |