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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 | $56,431-29.6% | $130,788-69.6% | $87,485-54.6% |
| Participation rate | 30.0% | 58.9%-28.9pp | 70.1%-40.1pp | 68.9%-38.9pp |
| Annual return | 18.50% | 91.27%-72.8pp | 386.44%-367.9pp | 26.06%-7.6pp |
| Employer contribution / active EE | $745 | $1,549-51.9% | $3,558-79.1% | $2,596-71.3% |
| Participant deferral / active EE | $1,034 | $2,749-62.4% | $4,137-75.0% | $4,274-75.8% |
| Admin fee / account holder | $429 | $4,433-90.3% | $6,673-93.6% | $7,775-94.5% |