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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 | $28,555 | $75,959-62.4% | $154,114-81.5% | $64,181-55.5% |
| Participation rate | 47.5% | 70.4%-22.9pp | 83.0%-35.5pp | 69.6%-22.1pp |
| Annual return | 2.73% | 30.32%-27.6pp | 735.16%-732.4pp | 7.63%-4.9pp |
| Employer contribution / active EE | $730 | $3,350-78.2% | $5,298-86.2% | $2,381-69.3% |
| Participant deferral / active EE | $1,697 | $3,175-46.5% | $5,081-66.6% | $3,470-51.1% |
| Admin fee / account holder | $43,871 | $5,589+685.0% | $13,411+227.1% | $4,887+797.7% |