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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 | $27,224 | $62,409-56.4% | $120,524-77.4% | $74,429-63.4% |
| Participation rate | 49.2% | 56.8%-7.5pp | 71.9%-22.7pp | 67.2%-18.0pp |
| Annual return | 15.06% | 18.62%-3.6pp | 107.36%-92.3pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $1,561 | $1,847-15.5% | $3,469-55.0% | $2,625-40.5% |
| Participant deferral / active EE | $2,541 | $2,888-12.0% | $4,994-49.1% | $4,348-41.6% |
| Admin fee / account holder | $3,277 | $2,394+36.9% | $9,440-65.3% | $1,944+68.5% |