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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 | $24,349 | $48,570-49.9% | $130,660-81.4% | $72,975-66.6% |
| Participation rate | 48.8% | 58.6%-9.8pp | 71.7%-23.0pp | 69.5%-20.7pp |
| Annual return | 28.45% | 38.63%-10.2pp | 1709.29%-1680.8pp | 81.01%-52.6pp |
| Employer contribution / active EE | $901 | $1,334-32.5% | $4,092-78.0% | $2,440-63.1% |
| Participant deferral / active EE | $2,781 | $2,384+16.7% | $3,603-22.8% | $3,608-22.9% |
| Admin fee / account holder | $6,095 | $3,549+71.7% | $5,463+11.6% | $5,124+18.9% |