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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 | $11,905 | $45,050-73.6% | $63,018-81.1% | $70,126-83.0% |
| Participation rate | 38.9% | 69.5%-30.6pp | 74.8%-35.9pp | 69.5%-30.7pp |
| Annual return | 215.77% | 18.76%+197.0pp | 87.62%+128.1pp | 73.15%+142.6pp |
| Employer contribution / active EE | $914 | $2,052-55.4% | $2,761-66.9% | $2,343-61.0% |
| Participant deferral / active EE | $2,134 | $2,466-13.5% | $3,330-35.9% | $3,332-36.0% |
| Admin fee / account holder | $11,032 | $2,834+289.3% | $3,601+206.4% | $4,645+137.5% |