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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 | $11,854 | $27,943-57.6% | $58,507-79.7% | $75,177-84.2% |
| Participation rate | 40.7% | 38.8%+1.9pp | 50.9%-10.1pp | 67.2%-26.5pp |
| Annual return | 31.14% | 44.22%-13.1pp | 4252.32%-4221.2pp | 160.75%-129.6pp |
| Employer contribution / active EE | $966 | $670+44.2% | $1,053-8.3% | $2,671-63.8% |
| Participant deferral / active EE | $1,837 | $1,202+52.8% | $1,922-4.4% | $4,126-55.5% |
| Admin fee / account holder | $537 | $1,727-68.9% | $2,486-78.4% | $5,651-90.5% |