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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 | $38,775 | $162,529-76.1% | $130,788-70.4% | $154,746-74.9% |
| Participation rate | 27.8% | 75.9%-48.1pp | 70.1%-42.3pp | 80.7%-52.9pp |
| Annual return | 20.12% | 510.48%-490.4pp | 386.44%-366.3pp | 172.34%-152.2pp |
| Employer contribution / active EE | $273 | $4,447-93.9% | $3,558-92.3% | $4,379-93.8% |
| Participant deferral / active EE | $2,406 | $4,808-50.0% | $4,137-41.8% | $6,730-64.3% |
| Admin fee / account holder | $916 | $7,669-88.1% | $6,673-86.3% | $14,365-93.6% |