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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 | $4,466 | $25,979-82.8% | $71,755-93.8% | $68,486-93.5% |
| Participation rate | 32.4% | 54.5%-22.1pp | 62.3%-29.9pp | 67.9%-35.5pp |
| Annual return | 821.20% | -15.10%+836.3pp | 9.09%+812.1pp | -7.85%+829.1pp |
| Employer contribution / active EE | $394 | $900-56.2% | $1,704-76.9% | $2,597-84.8% |
| Participant deferral / active EE | $595 | $1,522-60.9% | $2,656-77.6% | $4,028-85.2% |
| Admin fee / account holder | $704 | $2,022-65.2% | $3,972-82.3% | $5,404-87.0% |