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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 | $22,850 | $52,353-56.4% | $120,225-81.0% | $82,448-72.3% |
| Participation rate | 26.8% | 58.3%-31.5pp | 69.6%-42.7pp | 68.1%-41.2pp |
| Annual return | 28.73% | 61.85%-33.1pp | 439.23%-410.5pp | 41.64%-12.9pp |
| Employer contribution / active EE | $624 | $1,510-58.7% | $3,475-82.1% | $2,551-75.5% |
| Participant deferral / active EE | $840 | $2,627-68.0% | $3,999-79.0% | $4,139-79.7% |
| Admin fee / account holder | $981 | $4,363-77.5% | $5,696-82.8% | $7,234-86.4% |