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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 | $27,892 | $29,733-6.2% | $56,025-50.2% | $80,959-65.5% |
| Participation rate | 8.6% | 41.7%-33.2pp | 52.5%-43.9pp | 67.7%-59.1pp |
| Annual return | 20.22% | 35.28%-15.1pp | 1712.69%-1692.5pp | 35.67%-15.4pp |
| Employer contribution / active EE | $265 | $672-60.6% | $1,042-74.6% | $2,757-90.4% |
| Participant deferral / active EE | $799 | $1,229-35.0% | $1,955-59.1% | $4,300-81.4% |
| Admin fee / account holder | $400 | $2,434-83.6% | $2,828-85.9% | $6,925-94.2% |