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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 | $56,116-61.9% | $135,768-84.3% | $86,983-75.4% |
| Participation rate | 25.3% | 60.1%-34.8pp | 71.1%-45.7pp | 69.5%-44.2pp |
| Annual return | 15.95% | 125.33%-109.4pp | 526.10%-510.1pp | 25.83%-9.9pp |
| Employer contribution / active EE | $507 | $1,528-66.8% | $3,394-85.1% | $2,584-80.4% |
| Participant deferral / active EE | $857 | $2,690-68.1% | $3,977-78.5% | $4,194-79.6% |
| Admin fee / account holder | $3,213 | $4,314-25.5% | $7,048-54.4% | $7,856-59.1% |