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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 | $34,462 | $58,275-40.9% | $81,844-57.9% | $80,935-57.4% |
| Participation rate | 28.4% | 63.5%-35.0pp | 72.4%-44.0pp | 67.7%-39.2pp |
| Annual return | 11.44% | 41.82%-30.4pp | 778.87%-767.4pp | 35.66%-24.2pp |
| Employer contribution / active EE | $661 | $2,346-71.8% | $2,916-77.3% | $2,757-76.0% |
| Participant deferral / active EE | $1,433 | $3,285-56.4% | $4,323-66.8% | $4,299-66.7% |
| Admin fee / account holder | $1,889 | $4,749-60.2% | $7,355-74.3% | $6,924-72.7% |