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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 | $40,583 | $108,685-62.7% | $74,719-45.7% | $152,885-73.5% |
| Participation rate | 23.8% | 65.3%-41.5pp | 54.5%-30.7pp | 82.5%-58.6pp |
| Annual return | 25.23% | 114.09%-88.9pp | 753.05%-727.8pp | 345.39%-320.2pp |
| Employer contribution / active EE | $560 | $1,504-62.8% | $1,084-48.4% | $4,763-88.3% |
| Participant deferral / active EE | $2,586 | $2,712-4.7% | $1,963+31.7% | $5,851-55.8% |
| Admin fee / account holder | $2,339 | $4,905-52.3% | $3,334-29.8% | $11,598-79.8% |