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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 | $25,208 | $85,171-70.4% | $172,753-85.4% | $72,976-65.5% |
| Participation rate | 53.3% | 70.1%-16.7pp | 82.6%-29.3pp | 69.5%-16.2pp |
| Annual return | 18.56% | 27.32%-8.8pp | 803.00%-784.4pp | 81.02%-62.5pp |
| Employer contribution / active EE | $1,049 | $3,324-68.4% | $5,144-79.6% | $2,440-57.0% |
| Participant deferral / active EE | $980 | $3,260-70.0% | $5,198-81.2% | $3,608-72.8% |
| Admin fee / account holder | $302 | $5,880-94.9% | $13,956-97.8% | $5,124-94.1% |