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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 | $56,116-59.3% | $135,768-83.2% | $86,983-73.7% |
| Participation rate | 26.8% | 60.1%-33.3pp | 71.1%-44.2pp | 69.5%-42.7pp |
| Annual return | 28.73% | 125.33%-96.6pp | 526.10%-497.4pp | 25.83%+2.9pp |
| Employer contribution / active EE | $624 | $1,528-59.2% | $3,394-81.6% | $2,584-75.9% |
| Participant deferral / active EE | $840 | $2,690-68.8% | $3,977-78.9% | $4,194-80.0% |
| Admin fee / account holder | $981 | $4,314-77.3% | $7,048-86.1% | $7,856-87.5% |