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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 | $28,847 | $51,184-43.6% | $66,439-56.6% | $86,983-66.8% |
| Participation rate | 31.9% | 68.5%-36.5pp | 74.5%-42.6pp | 69.5%-37.6pp |
| Annual return | 16.14% | 17.07%-0.9pp | 757.66%-741.5pp | 25.83%-9.7pp |
| Employer contribution / active EE | $812 | $2,023-59.9% | $2,637-69.2% | $2,584-68.6% |
| Participant deferral / active EE | $3,211 | $2,927+9.7% | $3,876-17.2% | $4,194-23.4% |
| Admin fee / account holder | $802 | $4,154-80.7% | $6,173-87.0% | $7,856-89.8% |