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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 | $20,353 | $52,961-61.6% | $172,752-88.2% | $65,185-68.8% |
| Participation rate | 35.0% | 66.2%-31.2pp | 82.6%-47.6pp | 70.2%-35.2pp |
| Annual return | 20.56% | 30.12%-9.6pp | 802.97%-782.4pp | 29.38%-8.8pp |
| Employer contribution / active EE | $314 | $2,190-85.7% | $5,144-93.9% | $2,177-85.6% |
| Participant deferral / active EE | $1,286 | $2,471-47.9% | $5,198-75.3% | $3,514-63.4% |
| Admin fee / account holder | $2,350 | $472+398.0% | $13,955-83.2% | $847+177.4% |