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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 | $21,377 | $52,353-59.2% | $120,225-82.2% | $82,448-74.1% |
| Participation rate | 25.3% | 58.3%-33.0pp | 69.6%-44.2pp | 68.1%-42.7pp |
| Annual return | 15.95% | 61.85%-45.9pp | 439.23%-423.3pp | 41.64%-25.7pp |
| Employer contribution / active EE | $507 | $1,510-66.4% | $3,475-85.4% | $2,551-80.1% |
| Participant deferral / active EE | $857 | $2,627-67.4% | $3,999-78.6% | $4,139-79.3% |
| Admin fee / account holder | $3,213 | $4,363-26.3% | $5,696-43.6% | $7,234-55.6% |