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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 | $40,796 | $70,666-42.3% | $169,385-75.9% | $75,181-45.7% |
| Participation rate | 31.1% | 64.8%-33.7pp | 77.2%-46.0pp | 67.2%-36.1pp |
| Annual return | 29.79% | 36.37%-6.6pp | 405.82%-376.0pp | 160.69%-130.9pp |
| Employer contribution / active EE | $710 | $2,210-67.9% | $4,012-82.3% | $2,671-73.4% |
| Participant deferral / active EE | $2,705 | $4,308-37.2% | $6,221-56.5% | $4,126-34.4% |
| Admin fee / account holder | $317 | $5,402-94.1% | $9,011-96.5% | $5,650-94.4% |