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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 | $24,366 | $45,900-46.9% | $94,057-74.1% | $64,340-62.1% |
| Participation rate | 36.4% | 50.6%-14.1pp | 73.3%-36.9pp | 55.2%-18.8pp |
| Annual return | 11.89% | 50.47%-38.6pp | 480.62%-468.7pp | 24.14%-12.3pp |
| Employer contribution / active EE | $934 | $1,612-42.1% | $2,933-68.2% | $1,862-49.8% |
| Participant deferral / active EE | $528 | $2,102-74.9% | $4,709-88.8% | $2,980-82.3% |
| Admin fee / account holder | $541 | $3,143-82.8% | $7,244-92.5% | $3,703-85.4% |