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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 | $30,680 | $58,241-47.3% | $81,780-62.5% | $80,911-62.1% |
| Participation rate | 31.6% | 63.4%-31.8pp | 72.4%-40.7pp | 67.6%-36.0pp |
| Annual return | 16.34% | 41.73%-25.4pp | 776.27%-759.9pp | 35.63%-19.3pp |
| Employer contribution / active EE | $502 | $2,343-78.6% | $2,914-82.8% | $2,756-81.8% |
| Participant deferral / active EE | $769 | $3,283-76.6% | $4,321-82.2% | $4,297-82.1% |
| Admin fee / account holder | $661 | $4,973-86.7% | $7,384-91.1% | $6,935-90.5% |