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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 | $25,430 | $95,383-73.3% | $185,837-86.3% | $85,856-70.4% |
| Participation rate | 50.0% | 68.8%-18.8pp | 81.7%-31.7pp | 69.3%-19.3pp |
| Annual return | 12.78% | 23.59%-10.8pp | 122.08%-109.3pp | 318.58%-305.8pp |
| Employer contribution / active EE | $887 | $3,313-73.2% | $5,168-82.8% | $2,565-65.4% |
| Participant deferral / active EE | $1,792 | $3,423-47.6% | $5,568-67.8% | $3,952-54.6% |
| Admin fee / account holder | $2,965 | $7,213-58.9% | $16,241-81.7% | $6,261-52.6% |