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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 | $42,608 | $34,316+24.2% | $74,723-43.0% | $72,976-41.6% |
| Participation rate | 28.8% | 42.4%-13.6pp | 54.5%-25.6pp | 69.5%-40.6pp |
| Annual return | 20.69% | 26.58%-5.9pp | 753.18%-732.5pp | 81.02%-60.3pp |
| Employer contribution / active EE | $398 | $692-42.4% | $1,084-63.3% | $2,440-83.7% |
| Participant deferral / active EE | $642 | $1,272-49.5% | $1,962-67.3% | $3,608-82.2% |
| Admin fee / account holder | $962 | $2,125-54.7% | $3,335-71.1% | $5,124-81.2% |