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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 | $30,111 | $54,763-45.0% | $90,324-66.7% | $72,976-58.7% |
| Participation rate | 26.3% | 65.2%-38.8pp | 73.3%-47.0pp | 69.5%-43.2pp |
| Annual return | 22.12% | 30.63%-8.5pp | 78.15%-56.0pp | 81.02%-58.9pp |
| Employer contribution / active EE | $442 | $2,093-78.9% | $2,856-84.5% | $2,440-81.9% |
| Participant deferral / active EE | $2,878 | $2,887-0.3% | $3,885-25.9% | $3,608-20.2% |
| Admin fee / account holder | $157,157 | $3,973+3855.1% | $5,356+2834.4% | $5,124+2967.0% |