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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 | $28,873 | $58,234-50.4% | $81,783-64.7% | $80,874-64.3% |
| Participation rate | 66.7% | 63.4%+3.2pp | 72.4%-5.7pp | 67.6%-1.0pp |
| Annual return | 24.94% | 41.70%-16.8pp | 775.05%-750.1pp | 35.62%-10.7pp |
| Employer contribution / active EE | $1,111 | $2,341-52.6% | $2,913-61.9% | $2,756-59.7% |
| Participant deferral / active EE | $1,336 | $3,283-59.3% | $4,320-69.1% | $4,297-68.9% |
| Admin fee / account holder | $11,882 | $4,982+138.5% | $7,380+61.0% | $6,935+71.3% |