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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 | $23,952 | $78,690-69.6% | $161,489-85.2% | $87,485-72.6% |
| Participation rate | 31.1% | 67.5%-36.3pp | 78.7%-47.5pp | 68.9%-37.8pp |
| Annual return | 47.03% | 32.74%+14.3pp | 89.72%-42.7pp | 26.06%+21.0pp |
| Employer contribution / active EE | $1,135 | $2,588-56.1% | $4,268-73.4% | $2,596-56.3% |
| Participant deferral / active EE | $1,943 | $3,311-41.3% | $5,630-65.5% | $4,274-54.5% |
| Admin fee / account holder | $1,216 | $6,724-81.9% | $16,006-92.4% | $7,775-84.4% |