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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 | $6,175 | $72,071-91.4% | $68,368-91.0% | $137,256-95.5% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 23.76% | 353.14%-329.4pp | 292.57%-268.8pp | 220.34%-196.6pp |
| Employer contribution / active EE | $520 | $2,788-81.3% | $2,649-80.4% | $4,156-87.5% |
| Participant deferral / active EE | $1,350 | $4,410-69.4% | $4,123-67.3% | $6,407-78.9% |
| Admin fee / account holder | $427 | $5,336-92.0% | $5,150-91.7% | $12,270-96.5% |