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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 | $36,853 | $49,897-26.1% | $80,648-54.3% | $75,177-51.0% |
| Participation rate | 18.0% | 55.3%-37.3pp | 67.0%-49.0pp | 67.2%-49.2pp |
| Annual return | 24.12% | 34.68%-10.6pp | 937.21%-913.1pp | 160.75%-136.6pp |
| Employer contribution / active EE | $402 | $1,699-76.4% | $2,724-85.3% | $2,671-85.0% |
| Participant deferral / active EE | $1,304 | $2,992-56.4% | $4,443-70.6% | $4,126-68.4% |
| Admin fee / account holder | $813 | $3,579-77.3% | $5,382-84.9% | $5,651-85.6% |