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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 | $33,355 | $109,411-69.5% | $89,435-62.7% | $158,982-79.0% |
| Participation rate | 26.7% | 74.3%-47.6pp | 68.0%-41.3pp | 82.0%-55.3pp |
| Annual return | 22.77% | 345.68%-322.9pp | 245.55%-222.8pp | 302.99%-280.2pp |
| Employer contribution / active EE | $407 | $3,173-87.2% | $2,587-84.3% | $4,763-91.5% |
| Participant deferral / active EE | $2,380 | $4,600-48.3% | $3,890-38.8% | $5,983-60.2% |
| Admin fee / account holder | $356 | $6,159-94.2% | $4,884-92.7% | $11,252-96.8% |