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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 | $38,486 | $52,353-26.5% | $120,225-68.0% | $82,448-53.3% |
| Participation rate | 25.7% | 58.3%-32.6pp | 69.6%-43.9pp | 68.1%-42.4pp |
| Annual return | 17.54% | 61.85%-44.3pp | 439.23%-421.7pp | 41.64%-24.1pp |
| Employer contribution / active EE | $515 | $1,510-65.9% | $3,475-85.2% | $2,551-79.8% |
| Participant deferral / active EE | $1,653 | $2,627-37.1% | $3,999-58.7% | $4,139-60.1% |
| Admin fee / account holder | $2,435 | $4,363-44.2% | $5,696-57.2% | $7,234-66.3% |