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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 | $31,632 | $57,305-44.8% | $86,640-63.5% | $75,173-57.9% |
| Participation rate | 59.6% | 63.2%-3.6pp | 71.7%-12.1pp | 67.2%-7.6pp |
| Annual return | 14.49% | 2674.24%-2659.7pp | 592.52%-578.0pp | 160.72%-146.2pp |
| Employer contribution / active EE | $702 | $2,316-69.7% | $3,024-76.8% | $2,671-73.7% |
| Participant deferral / active EE | $1,003 | $3,320-69.8% | $4,438-77.4% | $4,126-75.7% |
| Admin fee / account holder | $3,263 | $4,116-20.7% | $5,616-41.9% | $5,651-42.2% |