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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 | $35,380 | $88,710-60.1% | $81,783-56.7% | $145,959-75.8% |
| Participation rate | 29.4% | 75.0%-45.6pp | 72.4%-42.9pp | 80.3%-50.9pp |
| Annual return | 10.76% | 1027.26%-1016.5pp | 775.05%-764.3pp | 561.95%-551.2pp |
| Employer contribution / active EE | $642 | $3,083-79.2% | $2,913-78.0% | $4,661-86.2% |
| Participant deferral / active EE | $1,607 | $4,645-65.4% | $4,320-62.8% | $6,689-76.0% |
| Admin fee / account holder | $335 | $8,407-96.0% | $7,380-95.5% | $13,398-97.5% |