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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 | $29,454 | $99,079-70.3% | $78,002-62.2% | $273,972-89.2% |
| Participation rate | 36.4% | 78.6%-42.2pp | 75.5%-39.2pp | 83.0%-46.7pp |
| Annual return | 7.06% | 217.93%-210.9pp | 425.99%-418.9pp | 41.46%-34.4pp |
| Employer contribution / active EE | $733 | $3,308-77.8% | $2,470-70.3% | $4,869-84.9% |
| Participant deferral / active EE | $1,114 | $4,306-74.1% | $3,497-68.1% | $5,287-78.9% |
| Admin fee / account holder | $873 | $8,954-90.3% | $5,481-84.1% | $10,133-91.4% |