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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 | $50,554-48.3% | $67,681-61.4% | $87,485-70.1% |
| Participation rate | 36.7% | 67.7%-31.1pp | 73.7%-37.1pp | 68.9%-32.3pp |
| Annual return | 237.40% | 17.81%+219.6pp | 590.58%-353.2pp | 26.06%+211.3pp |
| Employer contribution / active EE | $965 | $1,988-51.5% | $2,678-64.0% | $2,596-62.8% |
| Participant deferral / active EE | $1,741 | $2,961-41.2% | $3,976-56.2% | $4,274-59.3% |
| Admin fee / account holder | $713 | $4,132-82.7% | $6,100-88.3% | $7,775-90.8% |