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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 | $38,282 | $56,431-32.2% | $130,788-70.7% | $87,485-56.2% |
| Participation rate | 20.4% | 58.9%-38.5pp | 70.1%-49.7pp | 68.9%-48.5pp |
| Annual return | 17.21% | 91.27%-74.1pp | 386.44%-369.2pp | 26.06%-8.9pp |
| Employer contribution / active EE | $529 | $1,549-65.8% | $3,558-85.1% | $2,596-79.6% |
| Participant deferral / active EE | $879 | $2,749-68.0% | $4,137-78.8% | $4,274-79.4% |
| Admin fee / account holder | $1,479 | $4,433-66.6% | $6,673-77.8% | $7,775-81.0% |