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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 | $31,106 | $53,128-41.5% | $86,582-64.1% | $70,126-55.6% |
| Participation rate | 51.2% | 65.3%-14.1pp | 73.5%-22.3pp | 69.5%-18.3pp |
| Annual return | 21.21% | 27.66%-6.5pp | 965.08%-943.9pp | 73.15%-51.9pp |
| Employer contribution / active EE | $1,084 | $2,068-47.6% | $2,839-61.8% | $2,343-53.7% |
| Participant deferral / active EE | $2,446 | $2,695-9.3% | $3,609-32.2% | $3,332-26.6% |
| Admin fee / account holder | $1,669 | $3,584-53.4% | $4,904-66.0% | $4,645-64.1% |