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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 | $46,531 | $109,967-57.7% | $97,197-52.1% | $145,877-68.1% |
| Participation rate | 33.3% | 76.0%-42.6pp | 72.7%-39.4pp | 80.3%-47.0pp |
| Annual return | 12.59% | 244.27%-231.7pp | 75.47%-62.9pp | 551.28%-538.7pp |
| Employer contribution / active EE | $593 | $3,077-80.7% | $2,723-78.2% | $4,663-87.3% |
| Participant deferral / active EE | $1,233 | $4,676-73.6% | $4,263-71.1% | $6,691-81.6% |
| Admin fee / account holder | $354 | $6,199-94.3% | $5,637-93.7% | $13,402-97.4% |