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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 | $38,533 | $85,171-54.8% | $172,753-77.7% | $72,976-47.2% |
| Participation rate | 54.3% | 70.1%-15.8pp | 82.6%-28.4pp | 69.5%-15.2pp |
| Annual return | 21.02% | 27.32%-6.3pp | 803.00%-782.0pp | 81.02%-60.0pp |
| Employer contribution / active EE | $985 | $3,324-70.4% | $5,144-80.9% | $2,440-59.6% |
| Participant deferral / active EE | $2,090 | $3,260-35.9% | $5,198-59.8% | $3,608-42.1% |
| Admin fee / account holder | $2,430 | $5,880-58.7% | $13,956-82.6% | $5,124-52.6% |