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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 | $21,394 | $85,171-74.9% | $172,753-87.6% | $72,976-70.7% |
| Participation rate | 19.2% | 70.1%-50.8pp | 82.6%-63.4pp | 69.5%-50.3pp |
| Annual return | 27.77% | 27.32%+0.4pp | 803.00%-775.2pp | 81.02%-53.2pp |
| Employer contribution / active EE | $604 | $3,324-81.8% | $5,144-88.2% | $2,440-75.2% |
| Participant deferral / active EE | $1,140 | $3,260-65.0% | $5,198-78.1% | $3,608-68.4% |
| Admin fee / account holder | $448 | $5,880-92.4% | $13,956-96.8% | $5,124-91.3% |