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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 | $39,725 | $52,353-24.1% | $120,225-67.0% | $82,448-51.8% |
| Participation rate | 30.0% | 58.3%-28.3pp | 69.6%-39.6pp | 68.1%-38.1pp |
| Annual return | 18.50% | 61.85%-43.3pp | 439.23%-420.7pp | 41.64%-23.1pp |
| Employer contribution / active EE | $745 | $1,510-50.7% | $3,475-78.6% | $2,551-70.8% |
| Participant deferral / active EE | $1,034 | $2,627-60.6% | $3,999-74.1% | $4,139-75.0% |
| Admin fee / account holder | $429 | $4,363-90.2% | $5,696-92.5% | $7,234-94.1% |