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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 | $42,717 | $85,169-49.8% | $172,755-75.3% | $72,983-41.5% |
| Participation rate | 56.3% | 70.1%-13.8pp | 82.6%-26.4pp | 69.5%-13.2pp |
| Annual return | 19.73% | 27.32%-7.6pp | 802.94%-783.2pp | 81.01%-61.3pp |
| Employer contribution / active EE | $1,151 | $3,324-65.4% | $5,144-77.6% | $2,440-52.8% |
| Participant deferral / active EE | $1,406 | $3,260-56.9% | $5,198-73.0% | $3,608-61.0% |
| Admin fee / account holder | $8,917 | $5,880+51.6% | $13,955-36.1% | $5,124+74.0% |