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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 | $17,593 | $85,171-79.3% | $172,753-89.8% | $72,976-75.9% |
| Participation rate | 53.2% | 70.1%-16.9pp | 82.6%-29.5pp | 69.5%-16.3pp |
| Annual return | 32.64% | 27.32%+5.3pp | 803.00%-770.4pp | 81.02%-48.4pp |
| Employer contribution / active EE | $1,571 | $3,324-52.7% | $5,144-69.5% | $2,440-35.6% |
| Participant deferral / active EE | $1,620 | $3,260-50.3% | $5,198-68.8% | $3,608-55.1% |
| Admin fee / account holder | $9,680 | $5,880+64.6% | $13,956-30.6% | $5,124+88.9% |