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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 | $19,121 | $27,936-31.6% | $58,561-67.3% | $75,173-74.6% |
| Participation rate | 29.7% | 38.8%-9.2pp | 50.9%-21.2pp | 67.2%-37.5pp |
| Annual return | 33.92% | 44.21%-10.3pp | 4251.33%-4217.4pp | 160.72%-126.8pp |
| Employer contribution / active EE | $1,383 | $670+106.5% | $1,053+31.3% | $2,671-48.2% |
| Participant deferral / active EE | $2,436 | $1,202+102.7% | $1,923+26.7% | $4,126-41.0% |
| Admin fee / account holder | $519 | $1,727-69.9% | $2,520-79.4% | $5,651-90.8% |