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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 | $33,103 | $108,701-69.5% | $74,723-55.7% | $152,909-78.4% |
| Participation rate | 50.0% | 65.4%-15.4pp | 54.5%-4.5pp | 82.5%-32.5pp |
| Annual return | 35.58% | 114.12%-78.5pp | 753.18%-717.6pp | 345.46%-309.9pp |
| Employer contribution / active EE | $964 | $1,504-35.9% | $1,084-11.1% | $4,764-79.8% |
| Participant deferral / active EE | $4,095 | $2,709+51.2% | $1,962+108.7% | $5,851-30.0% |
| Admin fee / account holder | $565 | $4,906-88.5% | $3,335-83.0% | $11,601-95.1% |