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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 | $49,976-42.6% | $66,674-57.0% | $82,637-65.3% |
| Participation rate | 33.0% | 63.1%-30.1pp | 73.7%-40.7pp | 68.1%-35.1pp |
| Annual return | 57.67% | 39.09%+18.6pp | 321.24%-263.6pp | 53.51%+4.2pp |
| Employer contribution / active EE | $284 | $1,988-85.7% | $2,620-89.2% | $2,552-88.9% |
| Participant deferral / active EE | $918 | $2,847-67.7% | $4,084-77.5% | $4,126-77.7% |
| Admin fee / account holder | $571 | $4,594-87.6% | $5,098-88.8% | $7,339-92.2% |