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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 | $33,146 | $107,363-69.1% | $92,909-64.3% | $152,897-78.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 15.38% | 145.63%-130.2pp | 109.44%-94.1pp | 345.43%-330.0pp |
| Employer contribution / active EE | $760 | $4,222-82.0% | $3,653-79.2% | $4,764-84.0% |
| Participant deferral / active EE | $3,042 | $4,848-37.3% | $4,238-28.2% | $5,851-48.0% |
| Admin fee / account holder | $642 | $7,082-90.9% | $5,795-88.9% | $11,599-94.5% |