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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 | $28,667 | $51,638-44.5% | $68,368-58.1% | $82,448-65.2% |
| Participation rate | 33.0% | 63.6%-30.6pp | 73.8%-40.8pp | 68.1%-35.1pp |
| Annual return | 57.67% | 37.53%+20.1pp | 292.57%-234.9pp | 41.64%+16.0pp |
| Employer contribution / active EE | $284 | $2,047-86.1% | $2,649-89.3% | $2,551-88.9% |
| Participant deferral / active EE | $918 | $2,914-68.5% | $4,123-77.7% | $4,139-77.8% |
| Admin fee / account holder | $571 | $4,643-87.7% | $5,150-88.9% | $7,234-92.1% |