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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 | $17,744 | $72,071-75.4% | $68,368-74.0% | $137,256-87.1% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 21.70% | 353.14%-331.4pp | 292.57%-270.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $739 | $2,788-73.5% | $2,649-72.1% | $4,156-82.2% |
| Participant deferral / active EE | $1,228 | $4,410-72.2% | $4,123-70.2% | $6,407-80.8% |
| Admin fee / account holder | $349 | $5,336-93.5% | $5,150-93.2% | $12,270-97.2% |