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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 | $32,269 | $58,258-44.6% | $81,820-60.6% | $80,925-60.1% |
| Participation rate | 28.0% | 63.5%-35.4pp | 72.4%-44.3pp | 67.7%-39.6pp |
| Annual return | 11.26% | 41.76%-30.5pp | 777.93%-766.7pp | 35.65%-24.4pp |
| Employer contribution / active EE | $424 | $2,345-81.9% | $2,915-85.5% | $2,756-84.6% |
| Participant deferral / active EE | $1,278 | $3,284-61.1% | $4,323-70.4% | $4,299-70.3% |
| Admin fee / account holder | $18,372 | $4,976+269.2% | $7,391+148.6% | $6,940+164.7% |