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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 | $26,996 | $48,327-44.1% | $67,575-60.1% | $80,935-66.6% |
| Participation rate | 54.8% | 66.4%-11.6pp | 72.9%-18.1pp | 67.7%-12.8pp |
| Annual return | 11.37% | 18.31%-6.9pp | 3528.98%-3517.6pp | 35.66%-24.3pp |
| Employer contribution / active EE | $1,843 | $2,022-8.9% | $2,736-32.6% | $2,757-33.2% |
| Participant deferral / active EE | $855 | $2,927-70.8% | $4,003-78.7% | $4,299-80.1% |
| Admin fee / account holder | $4,698 | $3,692+27.3% | $3,993+17.7% | $6,924-32.1% |