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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 | $13,357 | $109,411-87.8% | $89,435-85.1% | $158,982-91.6% |
| Participation rate | 38.9% | 74.3%-35.4pp | 68.0%-29.1pp | 82.0%-43.1pp |
| Annual return | 17.96% | 345.68%-327.7pp | 245.55%-227.6pp | 302.99%-285.0pp |
| Employer contribution / active EE | $481 | $3,173-84.8% | $2,587-81.4% | $4,763-89.9% |
| Participant deferral / active EE | $1,059 | $4,600-77.0% | $3,890-72.8% | $5,983-82.3% |
| Admin fee / account holder | $3,739 | $6,159-39.3% | $4,884-23.5% | $11,252-66.8% |