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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 | $67,372-68.7% | $60,906-65.3% | $134,532-84.3% |
| Participation rate | 63.6% | 76.2%-12.5pp | 73.1%-9.5pp | 81.2%-17.6pp |
| Annual return | 18.07% | 50.05%-32.0pp | 16.94%+1.1pp | 418.27%-400.2pp |
| Employer contribution / active EE | $1,156 | $3,099-62.7% | $2,703-57.2% | $4,741-75.6% |
| Participant deferral / active EE | $959 | $4,532-78.8% | $3,814-74.9% | $6,401-85.0% |
| Admin fee / account holder | $24,458 | $4,588+433.1% | $3,227+657.9% | $11,429+114.0% |