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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 | $24,325 | $48,277-49.6% | $67,511-64.0% | $80,874-69.9% |
| Participation rate | 57.6% | 66.4%-8.8pp | 72.9%-15.3pp | 67.6%-10.0pp |
| Annual return | 20.50% | 18.27%+2.2pp | 3517.41%-3496.9pp | 35.62%-15.1pp |
| Employer contribution / active EE | $1,349 | $2,021-33.3% | $2,733-50.6% | $2,756-51.0% |
| Participant deferral / active EE | $1,646 | $2,926-43.7% | $4,000-58.9% | $4,297-61.7% |
| Admin fee / account holder | $1,937 | $3,687-47.5% | $3,999-51.6% | $6,935-72.1% |