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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 | $52,353-39.0% | $120,225-73.4% | $82,448-61.2% |
| Participation rate | 21.1% | 58.3%-37.3pp | 69.6%-48.5pp | 68.1%-47.0pp |
| Annual return | 21.87% | 61.85%-40.0pp | 439.23%-417.4pp | 41.64%-19.8pp |
| Employer contribution / active EE | $460 | $1,510-69.5% | $3,475-86.8% | $2,551-82.0% |
| Participant deferral / active EE | $1,158 | $2,627-55.9% | $3,999-71.1% | $4,139-72.0% |
| Admin fee / account holder | $1,021 | $4,363-76.6% | $5,696-82.1% | $7,234-85.9% |