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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 | $26,324 | $86,050-69.4% | $189,758-86.1% | $94,015-72.0% |
| Participation rate | 51.9% | 68.9%-17.0pp | 79.8%-27.9pp | 70.8%-18.9pp |
| Annual return | 18.57% | 17.77%+0.8pp | 52.62%-34.0pp | 17.84%+0.7pp |
| Employer contribution / active EE | $1,407 | $2,819-50.1% | $4,767-70.5% | $2,790-49.6% |
| Participant deferral / active EE | $2,260 | $3,349-32.5% | $5,856-61.4% | $4,249-46.8% |
| Admin fee / account holder | $13,328 | $6,627+101.1% | $20,388-34.6% | $8,951+48.9% |