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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 | $29,142 | $26,140+11.5% | $58,507-50.2% | $74,473-60.9% |
| Participation rate | 3.5% | 32.1%-28.7pp | 50.9%-47.4pp | 70.7%-67.3pp |
| Annual return | 33.71% | 32.51%+1.2pp | 4252.32%-4218.6pp | 34.36%-0.7pp |
| Employer contribution / active EE | $85 | $537-84.2% | $1,053-91.9% | $2,638-96.8% |
| Participant deferral / active EE | $455 | $1,075-57.6% | $1,922-76.3% | $4,530-89.9% |
| Admin fee / account holder | $376 | $652-42.4% | $2,486-84.9% | $347+8.2% |