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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 | $24,699 | $111,785-77.9% | $93,669-73.6% | $145,877-83.1% |
| Participation rate | 46.2% | 74.2%-28.1pp | 68.7%-22.6pp | 80.3%-34.1pp |
| Annual return | 174.90% | 203.79%-28.9pp | 133.59%+41.3pp | 551.28%-376.4pp |
| Employer contribution / active EE | $1,280 | $3,096-58.7% | $2,424-47.2% | $4,663-72.6% |
| Participant deferral / active EE | $3,185 | $4,919-35.2% | $4,416-27.9% | $6,691-52.4% |
| Admin fee / account holder | $2,427 | $10,256-76.3% | $8,291-70.7% | $13,402-81.9% |