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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 | $53,063-59.7% | $124,206-82.8% | $82,637-74.1% |
| Participation rate | 25.3% | 58.4%-33.1pp | 69.6%-44.2pp | 68.1%-42.7pp |
| Annual return | 15.95% | 68.87%-52.9pp | 515.27%-499.3pp | 53.51%-37.6pp |
| Employer contribution / active EE | $507 | $1,530-66.9% | $3,540-85.7% | $2,552-80.1% |
| Participant deferral / active EE | $857 | $2,644-67.6% | $3,968-78.4% | $4,126-79.2% |
| Admin fee / account holder | $3,213 | $4,281-24.9% | $5,929-45.8% | $7,339-56.2% |