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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 | $5,976 | $27,924-78.6% | $58,544-89.8% | $75,181-92.1% |
| Participation rate | 21.4% | 38.8%-17.4pp | 50.9%-29.4pp | 67.2%-45.8pp |
| Annual return | 93.64% | 44.20%+49.4pp | 4249.56%-4155.9pp | 160.69%-67.0pp |
| Employer contribution / active EE | $236 | $669-64.7% | $1,053-77.5% | $2,671-91.1% |
| Participant deferral / active EE | $395 | $1,202-67.2% | $1,923-79.5% | $4,126-90.4% |
| Admin fee / account holder | $1,150 | $1,726-33.4% | $2,520-54.4% | $5,650-79.7% |