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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 | $32,546 | $63,346-48.6% | $92,240-64.7% | $70,126-53.6% |
| Participation rate | 31.3% | 68.7%-37.4pp | 76.5%-45.2pp | 69.5%-38.3pp |
| Annual return | 28.28% | 530.19%-501.9pp | 176.29%-148.0pp | 73.15%-44.9pp |
| Employer contribution / active EE | $809 | $2,471-67.3% | $3,680-78.0% | $2,343-65.5% |
| Participant deferral / active EE | $1,154 | $2,854-59.6% | $3,897-70.4% | $3,332-65.4% |
| Admin fee / account holder | $12,011 | $3,841+212.7% | $5,194+131.2% | $4,645+158.6% |