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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 | $33,222 | $26,114+27.2% | $58,544-43.3% | $74,440-55.4% |
| Participation rate | 8.7% | 32.1%-23.4pp | 50.9%-42.2pp | 70.7%-62.1pp |
| Annual return | 26.71% | 32.51%-5.8pp | 4249.56%-4222.9pp | 34.37%-7.7pp |
| Employer contribution / active EE | $410 | $536-23.5% | $1,053-61.1% | $2,638-84.5% |
| Participant deferral / active EE | $835 | $1,075-22.3% | $1,923-56.6% | $4,529-81.6% |
| Admin fee / account holder | $1,820 | $649+180.4% | $2,520-27.7% | $348+423.4% |