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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 | $29,338 | $102,547-71.4% | $78,210-62.5% | $147,586-80.1% |
| Participation rate | 41.2% | 74.4%-33.2pp | 68.7%-27.6pp | 82.8%-41.7pp |
| Annual return | 96.67% | 51.08%+45.6pp | 40.90%+55.8pp | 578.59%-481.9pp |
| Employer contribution / active EE | $289 | $2,617-89.0% | $2,034-85.8% | $4,876-94.1% |
| Participant deferral / active EE | $412 | $3,481-88.2% | $2,823-85.4% | $5,439-92.4% |
| Admin fee / account holder | $5,084 | $5,059+0.5% | $3,758+35.3% | $10,886-53.3% |