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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 | $58,311-50.5% | $81,882-64.7% | $80,959-64.3% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.4%-5.7pp | 67.7%-1.0pp |
| Annual return | 24.94% | 41.85%-16.9pp | 779.47%-754.5pp | 35.67%-10.7pp |
| Employer contribution / active EE | $1,111 | $2,347-52.7% | $2,916-61.9% | $2,757-59.7% |
| Participant deferral / active EE | $1,336 | $3,287-59.3% | $4,323-69.1% | $4,300-68.9% |
| Admin fee / account holder | $11,882 | $4,752+150.0% | $7,360+61.4% | $6,925+71.6% |