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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 | $38,490 | $73,546-47.7% | $63,018-38.9% | $147,586-73.9% |
| Participation rate | 26.7% | 77.9%-51.2pp | 74.8%-48.1pp | 82.8%-56.2pp |
| Annual return | 15.90% | 175.56%-159.7pp | 87.62%-71.7pp | 578.59%-562.7pp |
| Employer contribution / active EE | $963 | $3,324-71.0% | $2,761-65.1% | $4,876-80.3% |
| Participant deferral / active EE | $2,335 | $4,185-44.2% | $3,330-29.9% | $5,439-57.1% |
| Admin fee / account holder | $862 | $5,956-85.5% | $3,601-76.1% | $10,886-92.1% |