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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 | $24,173 | $85,171-71.6% | $172,753-86.0% | $72,976-66.9% |
| Participation rate | 61.4% | 70.1%-8.6pp | 82.6%-21.2pp | 69.5%-8.1pp |
| Annual return | 17.91% | 27.32%-9.4pp | 803.00%-785.1pp | 81.02%-63.1pp |
| Employer contribution / active EE | $891 | $3,324-73.2% | $5,144-82.7% | $2,440-63.5% |
| Participant deferral / active EE | $1,669 | $3,260-48.8% | $5,198-67.9% | $3,608-53.7% |
| Admin fee / account holder | $11,059 | $5,880+88.1% | $13,956-20.8% | $5,124+115.8% |