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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 | $48,011-41.6% | $63,803-56.0% | $82,637-66.0% |
| Participation rate | 28.1% | 66.6%-38.4pp | 72.7%-44.6pp | 68.1%-39.9pp |
| Annual return | 79.43% | 19.84%+59.6pp | 543.72%-464.3pp | 53.51%+25.9pp |
| Employer contribution / active EE | $875 | $1,904-54.0% | $2,532-65.4% | $2,552-65.7% |
| Participant deferral / active EE | $1,989 | $2,846-30.1% | $3,843-48.2% | $4,126-51.8% |
| Admin fee / account holder | $2,209 | $3,873-43.0% | $5,196-57.5% | $7,339-69.9% |