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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 | $33,756 | $232,540-85.5% | $185,117-81.8% | $147,585-77.1% |
| Participation rate | 40.0% | 82.4%-42.4pp | 77.3%-37.3pp | 82.8%-42.8pp |
| Annual return | 16.89% | 43.03%-26.1pp | 40.50%-23.6pp | 578.58%-561.7pp |
| Employer contribution / active EE | $600 | $5,195-88.4% | $4,182-85.6% | $4,876-87.7% |
| Participant deferral / active EE | $1,785 | $5,834-69.4% | $5,045-64.6% | $5,439-67.2% |
| Admin fee / account holder | $1,944 | $10,275-81.1% | $8,159-76.2% | $10,886-82.1% |