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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 | $17,821 | $27,936-36.2% | $58,561-69.6% | $75,173-76.3% |
| Participation rate | 60.6% | 38.8%+21.8pp | 50.9%+9.7pp | 67.2%-6.6pp |
| Annual return | 29.87% | 44.21%-14.3pp | 4251.33%-4221.5pp | 160.72%-130.9pp |
| Employer contribution / active EE | $1,165 | $670+74.0% | $1,053+10.6% | $2,671-56.4% |
| Participant deferral / active EE | $2,213 | $1,202+84.1% | $1,923+15.1% | $4,126-46.4% |
| Admin fee / account holder | $2,006 | $1,727+16.2% | $2,520-20.4% | $5,651-64.5% |