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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 | $22,774 | $61,125-62.7% | $94,057-75.8% | $87,485-74.0% |
| Participation rate | 30.2% | 64.1%-33.8pp | 73.3%-43.1pp | 68.9%-38.7pp |
| Annual return | 16.51% | 35.20%-18.7pp | 480.62%-464.1pp | 26.06%-9.5pp |
| Employer contribution / active EE | $328 | $2,136-84.6% | $2,933-88.8% | $2,596-87.4% |
| Participant deferral / active EE | $1,381 | $3,260-57.6% | $4,709-70.7% | $4,274-67.7% |
| Admin fee / account holder | $495 | $5,629-91.2% | $7,244-93.2% | $7,775-93.6% |