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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 | $61,125-53.1% | $94,057-69.5% | $87,485-67.2% |
| Participation rate | 33.0% | 64.1%-31.1pp | 73.3%-40.4pp | 68.9%-36.0pp |
| Annual return | 57.67% | 35.20%+22.5pp | 480.62%-423.0pp | 26.06%+31.6pp |
| Employer contribution / active EE | $284 | $2,136-86.7% | $2,933-90.3% | $2,596-89.1% |
| Participant deferral / active EE | $918 | $3,260-71.8% | $4,709-80.5% | $4,274-78.5% |
| Admin fee / account holder | $571 | $5,629-89.9% | $7,244-92.1% | $7,775-92.7% |