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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 | $35,502 | $77,419-54.1% | $69,461-48.9% | $152,885-76.8% |
| Participation rate | 58.3% | 78.1%-19.8pp | 74.6%-16.3pp | 82.5%-24.1pp |
| Annual return | 18.56% | 39.07%-20.5pp | 28.97%-10.4pp | 345.39%-326.8pp |
| Employer contribution / active EE | $1,063 | $3,315-67.9% | $2,779-61.7% | $4,763-77.7% |
| Participant deferral / active EE | $1,063 | $4,414-75.9% | $3,536-69.9% | $5,851-81.8% |
| Admin fee / account holder | $571 | $6,207-90.8% | $3,840-85.1% | $11,598-95.1% |