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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 | $29,483 | $136,214-78.4% | $98,775-70.2% | $167,536-82.4% |
| Participation rate | 53.8% | 70.2%-16.4pp | 65.7%-11.9pp | 82.1%-28.3pp |
| Annual return | 17.43% | 67.53%-50.1pp | 49.92%-32.5pp | 478.82%-461.4pp |
| Employer contribution / active EE | $1,686 | $2,631-35.9% | $2,067-18.4% | $4,839-65.2% |
| Participant deferral / active EE | $2,620 | $3,716-29.5% | $3,035-13.7% | $6,342-58.7% |
| Admin fee / account holder | $16,092 | $5,031+219.9% | $4,076+294.8% | $12,315+30.7% |