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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 | $36,207 | $103,038-64.9% | $90,324-59.9% | $152,909-76.3% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.5%-20.0pp |
| Annual return | 21.51% | 95.25%-73.7pp | 78.15%-56.6pp | 345.46%-324.0pp |
| Employer contribution / active EE | $2,384 | $3,141-24.1% | $2,856-16.5% | $4,764-50.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,203 | $6,177-80.5% | $5,356-77.5% | $11,601-89.6% |