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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 | $39,262 | $149,040-73.7% | $120,225-67.3% | $137,256-71.4% |
| Participation rate | 64.3% | 75.4%-11.1pp | 69.6%-5.3pp | 80.0%-15.7pp |
| Annual return | 18.35% | 605.68%-587.3pp | 439.23%-420.9pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,230 | $4,350-71.7% | $3,475-64.6% | $4,156-70.4% |
| Participant deferral / active EE | $1,537 | $4,655-67.0% | $3,999-61.6% | $6,407-76.0% |
| Admin fee / account holder | $473 | $6,348-92.5% | $5,696-91.7% | $12,270-96.1% |