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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 | $78,690-66.5% | $161,489-83.7% | $87,485-69.9% |
| Participation rate | 51.9% | 67.5%-15.5pp | 78.7%-26.8pp | 68.9%-17.0pp |
| Annual return | 18.57% | 32.74%-14.2pp | 89.72%-71.1pp | 26.06%-7.5pp |
| Employer contribution / active EE | $1,407 | $2,588-45.7% | $4,268-67.0% | $2,596-45.8% |
| Participant deferral / active EE | $2,260 | $3,311-31.7% | $5,630-59.8% | $4,274-47.1% |
| Admin fee / account holder | $13,328 | $6,724+98.2% | $16,006-16.7% | $7,775+71.4% |