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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 | $23,075 | $85,171-72.9% | $172,752-86.6% | $72,975-68.4% |
| Participation rate | 43.4% | 70.1%-26.6pp | 82.6%-39.2pp | 69.5%-26.1pp |
| Annual return | 24.06% | 27.32%-3.3pp | 802.97%-778.9pp | 81.01%-57.0pp |
| Employer contribution / active EE | $1,091 | $3,324-67.2% | $5,144-78.8% | $2,440-55.3% |
| Participant deferral / active EE | $1,678 | $3,260-48.5% | $5,198-67.7% | $3,608-53.5% |
| Admin fee / account holder | $2,305 | $5,880-60.8% | $13,955-83.5% | $5,124-55.0% |