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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 | $28,058 | $47,479-40.9% | $62,929-55.4% | $82,448-66.0% |
| Participation rate | 28.1% | 66.9%-38.7pp | 73.1%-45.0pp | 68.1%-39.9pp |
| Annual return | 79.43% | 20.34%+59.1pp | 1063.93%-984.5pp | 41.64%+37.8pp |
| Employer contribution / active EE | $875 | $1,885-53.6% | $2,505-65.1% | $2,551-65.7% |
| Participant deferral / active EE | $1,989 | $2,870-30.7% | $3,888-48.8% | $4,139-51.9% |
| Admin fee / account holder | $2,209 | $3,804-41.9% | $5,065-56.4% | $7,234-69.5% |