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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 | $26,490 | $58,258-54.5% | $81,820-67.6% | $80,925-67.3% |
| Participation rate | 53.8% | 63.5%-9.6pp | 72.4%-18.5pp | 67.7%-13.8pp |
| Annual return | 12.62% | 41.76%-29.1pp | 777.93%-765.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $2,194 | $2,345-6.5% | $2,915-24.7% | $2,756-20.4% |
| Participant deferral / active EE | $4,211 | $3,284+28.2% | $4,323-2.6% | $4,299-2.0% |
| Admin fee / account holder | $6,678 | $4,976+34.2% | $7,391-9.6% | $6,940-3.8% |