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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 | $30,713 | $95,580-67.9% | $76,872-60.0% | $139,466-78.0% |
| Participation rate | 38.9% | 74.0%-35.1pp | 69.6%-30.7pp | 80.3%-41.4pp |
| Annual return | 13.71% | 55.00%-41.3pp | 37.90%-24.2pp | 373.66%-360.0pp |
| Employer contribution / active EE | $974 | $3,145-69.0% | $2,533-61.5% | $4,754-79.5% |
| Participant deferral / active EE | $2,305 | $4,623-50.1% | $3,832-39.8% | $6,712-65.7% |
| Admin fee / account holder | $674 | $8,302-91.9% | $5,476-87.7% | $11,409-94.1% |