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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 | $37,647 | $76,608-50.9% | $56,077-32.9% | $145,877-74.2% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 11.15% | 3009.59%-2998.4pp | 1709.28%-1698.1pp | 551.28%-540.1pp |
| Employer contribution / active EE | $189 | $1,382-86.3% | $1,040-81.8% | $4,663-95.9% |
| Participant deferral / active EE | $2,052 | $2,624-21.8% | $1,954+5.0% | $6,691-69.3% |
| Admin fee / account holder | $790 | $3,325-76.2% | $2,825-72.0% | $13,402-94.1% |