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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 | $51,956 | $67,823-23.4% | $52,425-0.9% | $137,256-62.1% |
| Participation rate | 20.0% | 63.9%-43.9pp | 55.6%-35.6pp | 80.0%-60.0pp |
| Annual return | 13.00% | 219.11%-206.1pp | 302.12%-289.1pp | 220.34%-207.3pp |
| Employer contribution / active EE | $248 | $1,163-78.7% | $914-72.9% | $4,156-94.0% |
| Participant deferral / active EE | $529 | $2,288-76.9% | $1,790-70.5% | $6,407-91.8% |
| Admin fee / account holder | $702 | $2,844-75.3% | $2,495-71.9% | $12,270-94.3% |