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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 | $21,184 | $55,446-61.8% | $155,574-86.4% | $74,429-71.5% |
| Participation rate | 25.5% | 61.9%-36.4pp | 78.2%-52.7pp | 67.2%-41.7pp |
| Annual return | 13.94% | 269.20%-255.3pp | 64.87%-50.9pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $442 | $2,266-80.5% | $4,676-90.6% | $2,625-83.2% |
| Participant deferral / active EE | $985 | $2,836-65.3% | $5,629-82.5% | $4,348-77.4% |
| Admin fee / account holder | $4,221 | $1,743+142.2% | $15,914-73.5% | $1,944+117.1% |