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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 | $21,449 | $72,071-70.2% | $68,368-68.6% | $137,256-84.4% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 13.92% | 353.14%-339.2pp | 292.57%-278.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,146 | $2,788-58.9% | $2,649-56.7% | $4,156-72.4% |
| Participant deferral / active EE | $1,146 | $4,410-74.0% | $4,123-72.2% | $6,407-82.1% |
| Admin fee / account holder | $478 | $5,336-91.0% | $5,150-90.7% | $12,270-96.1% |