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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 | $26,144 | $47,479-44.9% | $62,929-58.5% | $82,448-68.3% |
| Participation rate | 36.7% | 66.9%-30.2pp | 73.1%-36.4pp | 68.1%-31.4pp |
| Annual return | 237.40% | 20.34%+217.1pp | 1063.93%-826.5pp | 41.64%+195.8pp |
| Employer contribution / active EE | $965 | $1,885-48.8% | $2,505-61.5% | $2,551-62.2% |
| Participant deferral / active EE | $1,741 | $2,870-39.4% | $3,888-55.2% | $4,139-57.9% |
| Admin fee / account holder | $713 | $3,804-81.2% | $5,065-85.9% | $7,234-90.1% |