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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 | $40,361 | $85,171-52.6% | $172,753-76.6% | $72,976-44.7% |
| Participation rate | 15.2% | 70.1%-54.8pp | 82.6%-67.4pp | 69.5%-54.3pp |
| Annual return | 20.24% | 27.32%-7.1pp | 803.00%-782.8pp | 81.02%-60.8pp |
| Employer contribution / active EE | $1,138 | $3,324-65.8% | $5,144-77.9% | $2,440-53.4% |
| Participant deferral / active EE | $1,691 | $3,260-48.1% | $5,198-67.5% | $3,608-53.1% |
| Admin fee / account holder | $1,541 | $5,880-73.8% | $13,956-89.0% | $5,124-69.9% |