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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 | $19,261 | $85,171-77.4% | $172,752-88.9% | $72,975-73.6% |
| Participation rate | 49.2% | 70.1%-20.8pp | 82.6%-33.4pp | 69.5%-20.3pp |
| Annual return | 24.15% | 27.32%-3.2pp | 802.97%-778.8pp | 81.01%-56.9pp |
| Employer contribution / active EE | $1,257 | $3,324-62.2% | $5,144-75.6% | $2,440-48.5% |
| Participant deferral / active EE | $2,657 | $3,260-18.5% | $5,198-48.9% | $3,608-26.4% |
| Admin fee / account holder | $2,611 | $5,880-55.6% | $13,955-81.3% | $5,124-49.0% |