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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 | $9,658 | $29,051-66.8% | $52,425-81.6% | $67,986-85.8% |
| Participation rate | 18.8% | 30.4%-11.6pp | 55.6%-36.8pp | 57.2%-38.4pp |
| Annual return | 69.57% | 24.00%+45.6pp | 302.12%-232.6pp | 31.67%+37.9pp |
| Employer contribution / active EE | $242 | $412-41.3% | $914-73.5% | $2,019-88.0% |
| Participant deferral / active EE | $536 | $873-38.7% | $1,790-70.1% | $3,358-84.1% |
| Admin fee / account holder | $490 | $2,113-76.8% | $2,495-80.4% | $3,203-84.7% |