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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 | $29,696 | $55,470-46.5% | $155,556-80.9% | $74,478-60.1% |
| Participation rate | 33.3% | 61.9%-28.6pp | 78.2%-44.9pp | 67.2%-33.9pp |
| Annual return | 12.81% | 269.80%-257.0pp | 64.84%-52.0pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $370 | $2,267-83.7% | $4,675-92.1% | $2,626-85.9% |
| Participant deferral / active EE | $831 | $2,838-70.7% | $5,631-85.2% | $4,350-80.9% |
| Admin fee / account holder | $3,002 | $1,744+72.1% | $15,885-81.1% | $1,946+54.3% |