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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 | $21,688 | $49,896-56.5% | $80,627-73.1% | $75,173-71.1% |
| Participation rate | 29.0% | 55.3%-26.3pp | 67.0%-38.0pp | 67.2%-38.2pp |
| Annual return | 19.61% | 34.67%-15.1pp | 936.76%-917.1pp | 160.72%-141.1pp |
| Employer contribution / active EE | $688 | $1,699-59.5% | $2,723-74.7% | $2,671-74.3% |
| Participant deferral / active EE | $1,076 | $2,992-64.0% | $4,443-75.8% | $4,126-73.9% |
| Admin fee / account holder | $573 | $3,578-84.0% | $5,381-89.4% | $5,651-89.9% |