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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 | $36,537 | $85,171-57.1% | $172,752-78.8% | $72,975-49.9% |
| Participation rate | 38.1% | 70.1%-32.0pp | 82.6%-44.6pp | 69.5%-31.4pp |
| Annual return | 22.38% | 27.32%-4.9pp | 802.97%-780.6pp | 81.01%-58.6pp |
| Employer contribution / active EE | $598 | $3,324-82.0% | $5,144-88.4% | $2,440-75.5% |
| Participant deferral / active EE | $1,520 | $3,260-53.4% | $5,198-70.8% | $3,608-57.9% |
| Admin fee / account holder | $2,304 | $5,880-60.8% | $13,955-83.5% | $5,124-55.0% |