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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 | $25,442 | $48,053-47.1% | $84,628-69.9% | $72,975-65.1% |
| Participation rate | 49.1% | 57.6%-8.5pp | 68.2%-19.2pp | 69.5%-20.4pp |
| Annual return | 28.01% | 37.39%-9.4pp | 258.80%-230.8pp | 81.01%-53.0pp |
| Employer contribution / active EE | $1,409 | $1,602-12.0% | $2,653-46.9% | $2,440-42.2% |
| Participant deferral / active EE | $2,363 | $2,681-11.9% | $3,900-39.4% | $3,608-34.5% |
| Admin fee / account holder | $1,060 | $3,395-68.8% | $4,914-78.4% | $5,124-79.3% |