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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 | $21,110 | $67,352-68.7% | $60,899-65.3% | $134,509-84.3% |
| Participation rate | 63.6% | 76.2%-12.5pp | 73.1%-9.5pp | 81.2%-17.6pp |
| Annual return | 18.07% | 49.99%-31.9pp | 16.92%+1.1pp | 418.13%-400.1pp |
| Employer contribution / active EE | $1,156 | $3,098-62.7% | $2,702-57.2% | $4,741-75.6% |
| Participant deferral / active EE | $959 | $4,539-78.9% | $3,817-74.9% | $6,400-85.0% |
| Admin fee / account holder | $24,458 | $4,585+433.5% | $3,225+658.4% | $11,427+114.0% |