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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 | $24,384 | $29,733-18.0% | $56,025-56.5% | $80,959-69.9% |
| Participation rate | 63.6% | 41.7%+21.9pp | 52.5%+11.1pp | 67.7%-4.0pp |
| Annual return | 11.93% | 35.28%-23.4pp | 1712.69%-1700.8pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,086 | $672+61.7% | $1,042+4.3% | $2,757-60.6% |
| Participant deferral / active EE | $2,251 | $1,229+83.1% | $1,955+15.2% | $4,300-47.7% |
| Admin fee / account holder | $904 | $2,434-62.8% | $2,828-68.0% | $6,925-86.9% |