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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 | $24,988 | $63,346-60.6% | $92,240-72.9% | $70,126-64.4% |
| Participation rate | 26.0% | 68.7%-42.7pp | 76.5%-50.5pp | 69.5%-43.6pp |
| Annual return | 17.63% | 530.19%-512.6pp | 176.29%-158.7pp | 73.15%-55.5pp |
| Employer contribution / active EE | $974 | $2,471-60.6% | $3,680-73.5% | $2,343-58.4% |
| Participant deferral / active EE | $1,540 | $2,854-46.0% | $3,897-60.5% | $3,332-53.8% |
| Admin fee / account holder | $1,433 | $3,841-62.7% | $5,194-72.4% | $4,645-69.2% |