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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 | $14,278 | $58,258-75.5% | $81,820-82.5% | $80,925-82.4% |
| Participation rate | 33.3% | 63.5%-30.1pp | 72.4%-39.1pp | 67.7%-34.3pp |
| Annual return | 21.60% | 41.76%-20.2pp | 777.93%-756.3pp | 35.65%-14.0pp |
| Employer contribution / active EE | $668 | $2,345-71.5% | $2,915-77.1% | $2,756-75.8% |
| Participant deferral / active EE | $1,291 | $3,284-60.7% | $4,323-70.1% | $4,299-70.0% |
| Admin fee / account holder | $1,392 | $4,976-72.0% | $7,391-81.2% | $6,940-79.9% |