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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 | $55,457-52.9% | $77,361-66.2% | $94,015-72.2% |
| Participation rate | 36.7% | 69.8%-33.2pp | 75.0%-38.3pp | 70.8%-34.2pp |
| Annual return | 237.40% | 15.57%+221.8pp | 1011.54%-774.1pp | 17.84%+219.6pp |
| Employer contribution / active EE | $965 | $2,255-57.2% | $2,990-67.7% | $2,790-65.4% |
| Participant deferral / active EE | $1,741 | $3,069-43.3% | $3,911-55.5% | $4,249-59.0% |
| Admin fee / account holder | $713 | $4,334-83.5% | $5,894-87.9% | $8,951-92.0% |