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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 | $23,407 | $43,730-46.5% | $66,674-64.9% | $64,097-63.5% |
| Participation rate | 31.0% | 50.7%-19.7pp | 73.7%-42.6pp | 55.2%-24.2pp |
| Annual return | 24.54% | 53.62%-29.1pp | 321.24%-296.7pp | 34.64%-10.1pp |
| Employer contribution / active EE | $716 | $1,673-57.2% | $2,620-72.7% | $1,891-62.1% |
| Participant deferral / active EE | $1,243 | $2,122-41.4% | $4,084-69.6% | $3,080-59.6% |
| Admin fee / account holder | $11,856 | $2,708+337.9% | $5,098+132.6% | $3,454+243.2% |