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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 | $16,449 | $49,896-67.0% | $80,627-79.6% | $75,173-78.1% |
| Participation rate | 33.3% | 55.3%-22.0pp | 67.0%-33.7pp | 67.2%-33.9pp |
| Annual return | 21.06% | 34.67%-13.6pp | 936.76%-915.7pp | 160.72%-139.7pp |
| Employer contribution / active EE | $671 | $1,699-60.5% | $2,723-75.3% | $2,671-74.9% |
| Participant deferral / active EE | $1,622 | $2,992-45.8% | $4,443-63.5% | $4,126-60.7% |
| Admin fee / account holder | $3,979 | $3,578+11.2% | $5,381-26.1% | $5,651-29.6% |