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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 | $39,697 | $58,275-31.9% | $81,844-51.5% | $80,935-51.0% |
| Participation rate | 25.7% | 63.5%-37.8pp | 72.4%-46.7pp | 67.7%-41.9pp |
| Annual return | 11.72% | 41.82%-30.1pp | 778.87%-767.1pp | 35.66%-23.9pp |
| Employer contribution / active EE | $633 | $2,346-73.0% | $2,916-78.3% | $2,757-77.0% |
| Participant deferral / active EE | $1,609 | $3,285-51.0% | $4,323-62.8% | $4,299-62.6% |
| Admin fee / account holder | $76,122 | $4,749+1503.0% | $7,355+934.9% | $6,924+999.3% |