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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 | $35,228 | $112,935-68.8% | $90,970-61.3% | $158,966-77.8% |
| Participation rate | 20.0% | 74.7%-54.7pp | 69.0%-49.0pp | 82.0%-62.0pp |
| Annual return | 45.03% | 215.79%-170.8pp | 134.58%-89.5pp | 302.95%-257.9pp |
| Employer contribution / active EE | $646 | $2,895-77.7% | $2,122-69.5% | $4,762-86.4% |
| Participant deferral / active EE | $1,939 | $4,129-53.0% | $3,373-42.5% | $5,983-67.6% |
| Admin fee / account holder | $338 | $8,045-95.8% | $5,960-94.3% | $11,250-97.0% |