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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 | $25,603 | $47,977-46.6% | $154,108-83.4% | $56,289-54.5% |
| Participation rate | 49.5% | 66.2%-16.7pp | 83.0%-33.5pp | 69.9%-20.3pp |
| Annual return | 25.59% | 3.54%+22.1pp | 735.21%-709.6pp | -9.96%+35.6pp |
| Employer contribution / active EE | $468 | $2,169-78.4% | $5,298-91.2% | $2,111-77.8% |
| Participant deferral / active EE | $2,586 | $2,392+8.1% | $5,081-49.1% | $3,350-22.8% |
| Admin fee / account holder | $5,413 | $438+1135.1% | $13,411-59.6% | $521+939.0% |