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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 | $29,157 | $80,753-63.9% | $136,298-78.6% | $62,293-53.2% |
| Participation rate | 44.1% | 73.5%-29.4pp | 81.9%-37.8pp | 69.5%-25.4pp |
| Annual return | 29.61% | 35.83%-6.2pp | 5156.27%-5126.7pp | 28.90%+0.7pp |
| Employer contribution / active EE | $850 | $2,884-70.5% | $4,696-81.9% | $2,042-58.4% |
| Participant deferral / active EE | $4,041 | $5,164-21.8% | $6,247-35.3% | $3,169+27.5% |
| Admin fee / account holder | $5,165 | $525+883.1% | $9,244-44.1% | $479+977.5% |