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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 | $30,237 | $29,716+1.8% | $56,077-46.1% | $80,925-62.6% |
| Participation rate | 31.4% | 41.7%-10.3pp | 52.5%-21.1pp | 67.7%-36.2pp |
| Annual return | 12.00% | 35.30%-23.3pp | 1709.28%-1697.3pp | 35.65%-23.6pp |
| Employer contribution / active EE | $244 | $671-63.7% | $1,040-76.6% | $2,756-91.2% |
| Participant deferral / active EE | $579 | $1,228-52.9% | $1,954-70.4% | $4,299-86.5% |
| Admin fee / account holder | $4,261 | $2,432+75.2% | $2,825+50.8% | $6,940-38.6% |