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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 | $27,906 | $52,353-46.7% | $120,225-76.8% | $82,448-66.2% |
| Participation rate | 41.2% | 58.3%-17.1pp | 69.6%-28.4pp | 68.1%-26.9pp |
| Annual return | 20.33% | 61.85%-41.5pp | 439.23%-418.9pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,026 | $1,510-32.1% | $3,475-70.5% | $2,551-59.8% |
| Participant deferral / active EE | $1,485 | $2,627-43.5% | $3,999-62.9% | $4,139-64.1% |
| Admin fee / account holder | $751 | $4,363-82.8% | $5,696-86.8% | $7,234-89.6% |