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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 | $17,116 | $27,936-38.7% | $58,561-70.8% | $75,173-77.2% |
| Participation rate | 10.8% | 38.8%-28.1pp | 50.9%-40.1pp | 67.2%-56.4pp |
| Annual return | 46.39% | 44.21%+2.2pp | 4251.33%-4204.9pp | 160.72%-114.3pp |
| Employer contribution / active EE | $237 | $670-64.6% | $1,053-77.5% | $2,671-91.1% |
| Participant deferral / active EE | $512 | $1,202-57.4% | $1,923-73.4% | $4,126-87.6% |
| Admin fee / account holder | $1,755 | $1,727+1.6% | $2,520-30.4% | $5,651-68.9% |