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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 | $32,249 | $99,652-67.6% | $78,778-59.1% | $147,586-78.1% |
| Participation rate | 65.0% | 76.2%-11.2pp | 69.2%-4.2pp | 82.8%-17.8pp |
| Annual return | 10.19% | 47.28%-37.1pp | 35.62%-25.4pp | 578.59%-568.4pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,361 | $3,664-62.9% | $2,958-54.0% | $5,439-75.0% |
| Admin fee / account holder | $384 | $7,155-94.6% | $5,134-92.5% | $10,886-96.5% |