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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 | $38,656 | $96,508-59.9% | $75,901-49.1% | $152,897-74.7% |
| Participation rate | 27.3% | 76.2%-48.9pp | 69.3%-42.0pp | 82.5%-55.2pp |
| Annual return | 20.16% | 33.99%-13.8pp | 30.76%-10.6pp | 345.43%-325.3pp |
| Employer contribution / active EE | $910 | $3,310-72.5% | $2,501-63.6% | $4,764-80.9% |
| Participant deferral / active EE | $1,332 | $4,554-70.7% | $3,603-63.0% | $5,851-77.2% |
| Admin fee / account holder | $310 | $8,081-96.2% | $5,420-94.3% | $11,599-97.3% |