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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 | $29,227 | $103,000-71.6% | $90,300-67.6% | $152,885-80.9% |
| Participation rate | 37.5% | 75.9%-38.4pp | 73.3%-35.8pp | 82.5%-45.0pp |
| Annual return | 21.44% | 95.19%-73.8pp | 78.11%-56.7pp | 345.39%-324.0pp |
| Employer contribution / active EE | $1,021 | $3,138-67.5% | $2,854-64.2% | $4,763-78.6% |
| Participant deferral / active EE | $2,840 | $4,281-33.7% | $3,884-26.9% | $5,851-51.5% |
| Admin fee / account holder | $793 | $6,173-87.1% | $5,353-85.2% | $11,598-93.2% |