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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 | $40,118 | $69,118-42.0% | $53,647-25.2% | $138,895-71.1% |
| Participation rate | 28.6% | 64.0%-35.4pp | 56.3%-27.7pp | 79.9%-51.3pp |
| Annual return | 11.20% | 248.26%-237.1pp | 358.33%-347.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $932 | $1,189-21.6% | $962-3.1% | $4,194-77.8% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,963 | $2,724-27.9% | $2,460-20.2% | $12,562-84.4% |