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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 | $46,436 | $103,038-54.9% | $90,324-48.6% | $152,909-69.6% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 17.46% | 95.25%-77.8pp | 78.15%-60.7pp | 345.46%-328.0pp |
| Employer contribution / active EE | $808 | $3,141-74.3% | $2,856-71.7% | $4,764-83.0% |
| Participant deferral / active EE | $808 | $4,282-81.1% | $3,885-79.2% | $5,851-86.2% |
| Admin fee / account holder | $5,627 | $6,177-8.9% | $5,356+5.1% | $11,601-51.5% |