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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 | $30,700 | $49,976-38.6% | $66,674-54.0% | $82,637-62.8% |
| Participation rate | 39.3% | 63.1%-23.8pp | 73.7%-34.4pp | 68.1%-28.8pp |
| Annual return | 25.27% | 39.09%-13.8pp | 321.24%-296.0pp | 53.51%-28.2pp |
| Employer contribution / active EE | $808 | $1,988-59.3% | $2,620-69.1% | $2,552-68.3% |
| Participant deferral / active EE | $1,268 | $2,847-55.5% | $4,084-69.0% | $4,126-69.3% |
| Admin fee / account holder | $817 | $4,594-82.2% | $5,098-84.0% | $7,339-88.9% |