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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 | $28,855 | $61,125-52.8% | $94,057-69.3% | $87,485-67.0% |
| Participation rate | 60.7% | 64.1%-3.4pp | 73.3%-12.6pp | 68.9%-8.2pp |
| Annual return | 16.10% | 35.20%-19.1pp | 480.62%-464.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $1,450 | $2,136-32.1% | $2,933-50.6% | $2,596-44.1% |
| Participant deferral / active EE | $1,093 | $3,260-66.5% | $4,709-76.8% | $4,274-74.4% |
| Admin fee / account holder | $22,230 | $5,629+294.9% | $7,244+206.9% | $7,775+185.9% |