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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 | $53,063-27.9% | $124,206-69.2% | $82,637-53.7% |
| Participation rate | 20.4% | 58.4%-38.0pp | 69.6%-49.2pp | 68.1%-47.6pp |
| Annual return | 17.21% | 68.87%-51.7pp | 515.27%-498.1pp | 53.51%-36.3pp |
| Employer contribution / active EE | $529 | $1,530-65.4% | $3,540-85.1% | $2,552-79.3% |
| Participant deferral / active EE | $879 | $2,644-66.8% | $3,968-77.8% | $4,126-78.7% |
| Admin fee / account holder | $1,479 | $4,281-65.5% | $5,929-75.1% | $7,339-79.9% |