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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 | $28,062 | $46,732-40.0% | $156,551-82.1% | $55,167-49.1% |
| Participation rate | 51.6% | 65.8%-14.2pp | 84.0%-32.4pp | 69.0%-17.4pp |
| Annual return | 23.91% | 17.72%+6.2pp | 32.23%-8.3pp | 169.23%-145.3pp |
| Employer contribution / active EE | $925 | $2,105-56.1% | $5,501-83.2% | $1,963-52.9% |
| Participant deferral / active EE | $1,527 | $2,204-30.7% | $4,871-68.7% | $3,054-50.0% |
| Admin fee / account holder | $11,571 | $418+2665.8% | $13,028-11.2% | $504+2196.3% |