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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 | $67,594-51.9% | $77,361-58.0% | $69,733-53.4% |
| Participation rate | 18.4% | 71.7%-53.3pp | 75.0%-56.6pp | 62.5%-44.1pp |
| Annual return | 19.68% | 19.20%+0.5pp | 1011.54%-991.9pp | 15.22%+4.5pp |
| Employer contribution / active EE | $839 | $2,649-68.3% | $2,990-72.0% | $2,250-62.7% |
| Participant deferral / active EE | $2,189 | $3,401-35.7% | $3,911-44.0% | $3,054-28.3% |
| Admin fee / account holder | $11,022 | $1,159+850.7% | $5,894+87.0% | $3,102+255.3% |