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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 | $21,807 | $58,258-62.6% | $81,820-73.3% | $80,925-73.1% |
| Participation rate | 26.8% | 63.5%-36.7pp | 72.4%-45.6pp | 67.7%-40.9pp |
| Annual return | 14.21% | 41.76%-27.6pp | 777.93%-763.7pp | 35.65%-21.4pp |
| Employer contribution / active EE | $774 | $2,345-67.0% | $2,915-73.4% | $2,756-71.9% |
| Participant deferral / active EE | $1,086 | $3,284-66.9% | $4,323-74.9% | $4,299-74.7% |
| Admin fee / account holder | $902 | $4,976-81.9% | $7,391-87.8% | $6,940-87.0% |