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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 | $40,136 | $121,701-67.0% | $104,639-61.6% | $158,982-74.8% |
| Participation rate | 27.8% | 77.5%-49.8pp | 74.1%-46.3pp | 82.0%-54.2pp |
| Annual return | 32.65% | 465.72%-433.1pp | 340.67%-308.0pp | 302.99%-270.3pp |
| Employer contribution / active EE | $847 | $3,165-73.3% | $2,682-68.4% | $4,763-82.2% |
| Participant deferral / active EE | $1,759 | $4,176-57.9% | $3,738-53.0% | $5,983-70.6% |
| Admin fee / account holder | $9,347 | $7,778+20.2% | $6,465+44.6% | $11,252-16.9% |