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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 | $28,755 | $64,728-55.6% | $114,563-74.9% | $64,728-55.6% |
| Participation rate | 11.0% | 57.9%-46.9pp | 72.9%-61.9pp | 57.9%-46.9pp |
| Annual return | 34.47% | 49.38%-14.9pp | 241.09%-206.6pp | 49.38%-14.9pp |
| Employer contribution / active EE | $399 | $2,243-82.2% | $2,592-84.6% | $2,243-82.2% |
| Participant deferral / active EE | $702 | $2,729-74.3% | $4,142-83.0% | $2,729-74.3% |
| Admin fee / account holder | $1,400 | $1,145+22.2% | $7,623-81.6% | $1,145+22.2% |