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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 | $34,641 | $51,638-32.9% | $68,368-49.3% | $82,448-58.0% |
| Participation rate | 19.2% | 63.6%-44.4pp | 73.8%-54.6pp | 68.1%-48.9pp |
| Annual return | 16.64% | 37.53%-20.9pp | 292.57%-275.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $261 | $2,047-87.2% | $2,649-90.1% | $2,551-89.8% |
| Participant deferral / active EE | $691 | $2,914-76.3% | $4,123-83.2% | $4,139-83.3% |
| Admin fee / account holder | $601 | $4,643-87.1% | $5,150-88.3% | $7,234-91.7% |