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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 | $21,324 | $43,730-51.2% | $66,674-68.0% | $64,097-66.7% |
| Participation rate | 22.7% | 50.7%-28.0pp | 73.7%-50.9pp | 55.2%-32.5pp |
| Annual return | 16.30% | 53.62%-37.3pp | 321.24%-304.9pp | 34.64%-18.3pp |
| Employer contribution / active EE | $571 | $1,673-65.9% | $2,620-78.2% | $1,891-69.8% |
| Participant deferral / active EE | $1,456 | $2,122-31.4% | $4,084-64.3% | $3,080-52.7% |
| Admin fee / account holder | $15,551 | $2,708+474.3% | $5,098+205.0% | $3,454+350.2% |