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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 | $20,310 | $41,377-50.9% | $109,313-81.4% | $62,881-67.7% |
| Participation rate | 61.9% | 57.5%+4.4pp | 71.3%-9.4pp | 69.3%-7.4pp |
| Annual return | 529.21% | 11.05%+518.2pp | 22.07%+507.1pp | 20.14%+509.1pp |
| Employer contribution / active EE | $793 | $1,276-37.9% | $3,892-79.6% | $2,281-65.2% |
| Participant deferral / active EE | $1,237 | $2,045-39.5% | $3,166-60.9% | $3,203-61.4% |
| Admin fee / account holder | $2,517 | $2,884-12.7% | $5,666-55.6% | $4,296-41.4% |