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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 | $19,621 | $51,184-61.7% | $66,439-70.5% | $86,983-77.4% |
| Participation rate | 57.4% | 68.5%-11.1pp | 74.5%-17.1pp | 69.5%-12.1pp |
| Annual return | 10.45% | 17.07%-6.6pp | 757.66%-747.2pp | 25.83%-15.4pp |
| Employer contribution / active EE | $479 | $2,023-76.3% | $2,637-81.8% | $2,584-81.5% |
| Participant deferral / active EE | $2,067 | $2,927-29.4% | $3,876-46.7% | $4,194-50.7% |
| Admin fee / account holder | $4,089 | $4,154-1.6% | $6,173-33.8% | $7,856-47.9% |