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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 | $26,279 | $58,726-55.3% | $142,898-81.6% | $85,851-69.4% |
| Participation rate | 55.1% | 58.5%-3.4pp | 72.0%-16.8pp | 69.3%-14.2pp |
| Annual return | 12.41% | 27.73%-15.3pp | 5639.64%-5627.2pp | 318.63%-306.2pp |
| Employer contribution / active EE | $724 | $1,424-49.1% | $4,146-82.5% | $2,565-71.8% |
| Participant deferral / active EE | $2,544 | $2,609-2.5% | $3,838-33.7% | $3,952-35.6% |
| Admin fee / account holder | $3,528 | $4,234-16.7% | $6,560-46.2% | $6,261-43.6% |