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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 | $33,688 | $70,684-52.3% | $169,397-80.1% | $75,177-55.2% |
| Participation rate | 33.9% | 64.8%-30.9pp | 77.2%-43.3pp | 67.2%-33.3pp |
| Annual return | 25.74% | 36.38%-10.6pp | 406.23%-380.5pp | 160.75%-135.0pp |
| Employer contribution / active EE | $906 | $2,211-59.0% | $4,013-77.4% | $2,671-66.1% |
| Participant deferral / active EE | $1,712 | $4,310-60.3% | $6,223-72.5% | $4,126-58.5% |
| Admin fee / account holder | $8,425 | $5,404+55.9% | $9,017-6.6% | $5,651+49.1% |