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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 | $28,824 | $58,241-50.5% | $81,780-64.8% | $80,911-64.4% |
| Participation rate | 33.3% | 63.4%-30.1pp | 72.4%-39.0pp | 67.6%-34.3pp |
| Annual return | 54.50% | 41.73%+12.8pp | 776.27%-721.8pp | 35.63%+18.9pp |
| Employer contribution / active EE | $955 | $2,343-59.3% | $2,914-67.2% | $2,756-65.4% |
| Participant deferral / active EE | $1,016 | $3,283-69.0% | $4,321-76.5% | $4,297-76.3% |
| Admin fee / account holder | $2,044 | $4,973-58.9% | $7,384-72.3% | $6,935-70.5% |