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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 | $27,651 | $63,703-56.6% | $93,063-70.3% | $82,448-66.5% |
| Participation rate | 41.3% | 63.8%-22.5pp | 72.1%-30.8pp | 68.1%-26.8pp |
| Annual return | 14.52% | -775.43%+790.0pp | 34.15%-19.6pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,354 | $1,729-21.7% | $2,476-45.3% | $2,551-46.9% |
| Participant deferral / active EE | $2,012 | $2,919-31.1% | $3,958-49.2% | $4,139-51.4% |
| Admin fee / account holder | $19,708 | $5,982+229.5% | $6,033+226.7% | $7,234+172.4% |