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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 | $4,247 | $27,936-84.8% | $58,561-92.7% | $75,173-94.4% |
| Participation rate | 52.8% | 38.8%+13.9pp | 50.9%+1.9pp | 67.2%-14.4pp |
| Annual return | 24.15% | 44.21%-20.1pp | 4251.33%-4227.2pp | 160.72%-136.6pp |
| Employer contribution / active EE | $357 | $670-46.6% | $1,053-66.1% | $2,671-86.6% |
| Participant deferral / active EE | $1,522 | $1,202+26.7% | $1,923-20.8% | $4,126-63.1% |
| Admin fee / account holder | $2,096 | $1,727+21.4% | $2,520-16.8% | $5,651-62.9% |