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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 | $34,618 | $90,691-61.8% | $76,119-54.5% | $145,884-76.3% |
| Participation rate | 43.8% | 74.5%-30.7pp | 69.1%-25.3pp | 80.3%-36.6pp |
| Annual return | 13.97% | 624.52%-610.5pp | 361.25%-347.3pp | 551.85%-537.9pp |
| Employer contribution / active EE | $913 | $3,329-72.6% | $2,693-66.1% | $4,662-80.4% |
| Participant deferral / active EE | $2,243 | $5,167-56.6% | $4,259-47.3% | $6,690-66.5% |
| Admin fee / account holder | $460 | $8,383-94.5% | $6,421-92.8% | $13,392-96.6% |