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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 | $37,142 | $100,073-62.9% | $85,126-56.4% | $145,877-74.5% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 10.08% | 84.11%-74.0pp | 66.63%-56.6pp | 551.28%-541.2pp |
| Employer contribution / active EE | $958 | $3,236-70.4% | $2,731-64.9% | $4,663-79.4% |
| Participant deferral / active EE | $1,532 | $5,294-71.1% | $4,523-66.1% | $6,691-77.1% |
| Admin fee / account holder | $803 | $7,261-88.9% | $6,160-87.0% | $13,402-94.0% |