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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 | $149,040-74.0% | $120,225-67.7% | $137,256-71.7% |
| Participation rate | 27.8% | 75.4%-47.6pp | 69.6%-41.8pp | 80.0%-52.2pp |
| Annual return | 20.12% | 605.68%-585.6pp | 439.23%-419.1pp | 220.34%-200.2pp |
| Employer contribution / active EE | $273 | $4,350-93.7% | $3,475-92.1% | $4,156-93.4% |
| Participant deferral / active EE | $2,406 | $4,655-48.3% | $3,999-39.8% | $6,407-62.4% |
| Admin fee / account holder | $916 | $6,348-85.6% | $5,696-83.9% | $12,270-92.5% |