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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 | $32,515 | $65,084-50.0% | $67,681-52.0% | $64,340-49.5% |
| Participation rate | 18.4% | 66.7%-48.3pp | 73.7%-55.3pp | 55.2%-36.9pp |
| Annual return | 19.68% | 20.50%-0.8pp | 590.58%-570.9pp | 24.14%-4.5pp |
| Employer contribution / active EE | $839 | $2,398-65.0% | $2,678-68.7% | $1,862-55.0% |
| Participant deferral / active EE | $2,189 | $3,210-31.8% | $3,976-45.0% | $2,980-26.6% |
| Admin fee / account holder | $11,022 | $1,415+679.0% | $6,100+80.7% | $3,703+197.7% |