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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 | $99,921-62.8% | $85,009-56.3% | $145,959-74.6% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 10.08% | 83.89%-73.8pp | 66.47%-56.4pp | 561.95%-551.9pp |
| Employer contribution / active EE | $958 | $3,233-70.4% | $2,728-64.9% | $4,661-79.4% |
| Participant deferral / active EE | $1,532 | $5,293-71.1% | $4,522-66.1% | $6,689-77.1% |
| Admin fee / account holder | $803 | $7,252-88.9% | $6,153-86.9% | $13,398-94.0% |