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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 | $30,653 | $100,203-69.4% | $85,240-64.0% | $145,897-79.0% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 12.52% | 84.28%-71.8pp | 66.75%-54.2pp | 552.29%-539.8pp |
| Employer contribution / active EE | $970 | $3,242-70.1% | $2,735-64.5% | $4,663-79.2% |
| Participant deferral / active EE | $1,155 | $5,299-78.2% | $4,527-74.5% | $6,689-82.7% |
| Admin fee / account holder | $362 | $7,265-95.0% | $6,165-94.1% | $13,390-97.3% |