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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 | $20,932 | $48,432-56.8% | $121,204-82.7% | $71,511-70.7% |
| Participation rate | 34.0% | 54.3%-20.4pp | 69.5%-35.6pp | 67.9%-34.0pp |
| Annual return | 21.52% | 23.28%-1.8pp | 987.18%-965.7pp | 28.86%-7.3pp |
| Employer contribution / active EE | $951 | $1,493-36.3% | $4,170-77.2% | $2,589-63.3% |
| Participant deferral / active EE | $2,440 | $2,756-11.5% | $4,083-40.2% | $4,291-43.1% |
| Admin fee / account holder | $3,909 | $1,845+111.9% | $5,651-30.8% | $1,588+146.1% |