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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 | $33,421 | $65,566-49.0% | $86,235-61.2% | $75,177-55.5% |
| Participation rate | 46.8% | 60.5%-13.7pp | 69.0%-22.2pp | 67.2%-20.4pp |
| Annual return | 15.90% | 46.07%-30.2pp | 1170.03%-1154.1pp | 160.75%-144.9pp |
| Employer contribution / active EE | $1,281 | $1,553-17.5% | $2,381-46.2% | $2,671-52.1% |
| Participant deferral / active EE | $2,185 | $3,023-27.7% | $3,987-45.2% | $4,126-47.1% |
| Admin fee / account holder | $16,591 | $5,470+203.3% | $6,856+142.0% | $5,651+193.6% |