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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 | $34,072 | $60,454-43.6% | $81,844-58.4% | $74,459-54.2% |
| Participation rate | 60.4% | 63.0%-2.6pp | 72.4%-12.0pp | 67.2%-6.8pp |
| Annual return | 12.27% | 16.87%-4.6pp | 778.87%-766.6pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $893 | $2,630-66.0% | $2,916-69.4% | $2,626-66.0% |
| Participant deferral / active EE | $2,293 | $3,398-32.5% | $4,323-47.0% | $4,350-47.3% |
| Admin fee / account holder | $2,928 | $1,490+96.5% | $7,355-60.2% | $1,945+50.6% |