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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 | $30,655 | $57,312-46.5% | $86,617-64.6% | $75,181-59.2% |
| Participation rate | 25.9% | 63.2%-37.3pp | 71.7%-45.8pp | 67.2%-41.3pp |
| Annual return | 21.65% | 2672.78%-2651.1pp | 591.91%-570.3pp | 160.69%-139.0pp |
| Employer contribution / active EE | $935 | $2,315-59.6% | $3,023-69.1% | $2,671-65.0% |
| Participant deferral / active EE | $1,304 | $3,319-60.7% | $4,437-70.6% | $4,126-68.4% |
| Admin fee / account holder | $2,067 | $4,114-49.8% | $5,613-63.2% | $5,650-63.4% |