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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 | $57,305-46.5% | $86,640-64.6% | $75,173-59.2% |
| Participation rate | 25.9% | 63.2%-37.3pp | 71.7%-45.8pp | 67.2%-41.3pp |
| Annual return | 21.65% | 2674.24%-2652.6pp | 592.52%-570.9pp | 160.72%-139.1pp |
| Employer contribution / active EE | $935 | $2,316-59.6% | $3,024-69.1% | $2,671-65.0% |
| Participant deferral / active EE | $1,304 | $3,320-60.7% | $4,438-70.6% | $4,126-68.4% |
| Admin fee / account holder | $2,067 | $4,116-49.8% | $5,616-63.2% | $5,651-63.4% |