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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 | $21,314 | $75,959-71.9% | $154,114-86.2% | $64,181-66.8% |
| Participation rate | 40.0% | 70.4%-30.4pp | 83.0%-43.0pp | 69.6%-29.6pp |
| Annual return | 12.98% | 30.32%-17.3pp | 735.16%-722.2pp | 7.63%+5.3pp |
| Employer contribution / active EE | $1,023 | $3,350-69.5% | $5,298-80.7% | $2,381-57.0% |
| Participant deferral / active EE | $1,417 | $3,175-55.4% | $5,081-72.1% | $3,470-59.2% |
| Admin fee / account holder | $5,145 | $5,589-7.9% | $13,411-61.6% | $4,887+5.3% |