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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 | $31,955 | $56,431-43.4% | $130,788-75.6% | $87,485-63.5% |
| Participation rate | 21.1% | 58.9%-37.9pp | 70.1%-49.0pp | 68.9%-47.9pp |
| Annual return | 21.87% | 91.27%-69.4pp | 386.44%-364.6pp | 26.06%-4.2pp |
| Employer contribution / active EE | $460 | $1,549-70.3% | $3,558-87.1% | $2,596-82.3% |
| Participant deferral / active EE | $1,158 | $2,749-57.9% | $4,137-72.0% | $4,274-72.9% |
| Admin fee / account holder | $1,021 | $4,433-77.0% | $6,673-84.7% | $7,775-86.9% |