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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 | $38,096 | $43,730-12.9% | $66,674-42.9% | $64,097-40.6% |
| Participation rate | 15.1% | 50.7%-35.6pp | 73.7%-58.6pp | 55.2%-40.1pp |
| Annual return | 19.84% | 53.62%-33.8pp | 321.24%-301.4pp | 34.64%-14.8pp |
| Employer contribution / active EE | $342 | $1,673-79.6% | $2,620-87.0% | $1,891-81.9% |
| Participant deferral / active EE | $818 | $2,122-61.4% | $4,084-80.0% | $3,080-73.4% |
| Admin fee / account holder | $863 | $2,708-68.1% | $5,098-83.1% | $3,454-75.0% |