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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 | $29,530 | $46,722-36.8% | $130,660-77.4% | $65,185-54.7% |
| Participation rate | 55.1% | 60.9%-5.8pp | 71.7%-16.6pp | 70.2%-15.1pp |
| Annual return | 25.73% | 24.17%+1.6pp | 1709.29%-1683.6pp | 29.38%-3.7pp |
| Employer contribution / active EE | $1,201 | $1,488-19.3% | $4,092-70.6% | $2,177-44.8% |
| Participant deferral / active EE | $2,073 | $2,545-18.6% | $3,603-42.5% | $3,514-41.0% |
| Admin fee / account holder | $1,181 | $453+160.8% | $5,463-78.4% | $847+39.4% |