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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 | $22,962 | $45,050-49.0% | $63,018-63.6% | $70,126-67.3% |
| Participation rate | 54.7% | 69.5%-14.8pp | 74.8%-20.1pp | 69.5%-14.8pp |
| Annual return | 44.13% | 18.76%+25.4pp | 87.62%-43.5pp | 73.15%-29.0pp |
| Employer contribution / active EE | $1,310 | $2,052-36.2% | $2,761-52.6% | $2,343-44.1% |
| Participant deferral / active EE | $3,648 | $2,466+48.0% | $3,330+9.6% | $3,332+9.5% |
| Admin fee / account holder | $632 | $2,834-77.7% | $3,601-82.4% | $4,645-86.4% |