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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 | $38,499 | $67,823-43.2% | $52,425-26.6% | $137,256-72.0% |
| Participation rate | 15.4% | 63.9%-48.5pp | 55.6%-40.2pp | 80.0%-64.6pp |
| Annual return | 18.15% | 219.11%-201.0pp | 302.12%-284.0pp | 220.34%-202.2pp |
| Employer contribution / active EE | $277 | $1,163-76.2% | $914-69.7% | $4,156-93.3% |
| Participant deferral / active EE | $1,818 | $2,288-20.5% | $1,790+1.6% | $6,407-71.6% |
| Admin fee / account holder | $356 | $2,844-87.5% | $2,495-85.7% | $12,270-97.1% |