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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 | $25,633 | $63,346-59.5% | $92,240-72.2% | $70,126-63.4% |
| Participation rate | 35.3% | 68.7%-33.4pp | 76.5%-41.2pp | 69.5%-34.2pp |
| Annual return | 16.97% | 530.19%-513.2pp | 176.29%-159.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $741 | $2,471-70.0% | $3,680-79.9% | $2,343-68.4% |
| Participant deferral / active EE | $1,802 | $2,854-36.8% | $3,897-53.8% | $3,332-45.9% |
| Admin fee / account holder | $338 | $3,841-91.2% | $5,194-93.5% | $4,645-92.7% |