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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 | $19,516 | $118,877-83.6% | $96,570-79.8% | $167,536-88.4% |
| Participation rate | 23.1% | 75.5%-52.4pp | 69.8%-46.7pp | 82.1%-59.0pp |
| Annual return | 26.22% | 50.50%-24.3pp | 37.79%-11.6pp | 478.82%-452.6pp |
| Employer contribution / active EE | $605 | $3,121-80.6% | $2,357-74.3% | $4,839-87.5% |
| Participant deferral / active EE | $2,088 | $4,617-54.8% | $3,849-45.8% | $6,342-67.1% |
| Admin fee / account holder | $2,333 | $8,069-71.1% | $6,182-62.3% | $12,315-81.1% |