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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 | $20,756 | $29,736-30.2% | $56,033-63.0% | $80,935-74.4% |
| Participation rate | 63.6% | 41.7%+21.9pp | 52.5%+11.1pp | 67.7%-4.0pp |
| Annual return | 19.52% | 35.28%-15.8pp | 1711.38%-1691.9pp | 35.66%-16.1pp |
| Employer contribution / active EE | $1,441 | $671+114.6% | $1,041+38.5% | $2,757-47.7% |
| Participant deferral / active EE | $3,415 | $1,228+178.0% | $1,954+74.8% | $4,299-20.6% |
| Admin fee / account holder | $1,196 | $2,434-50.9% | $2,827-57.7% | $6,924-82.7% |