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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 | $58,311-54.6% | $81,882-67.6% | $80,959-67.3% |
| Participation rate | 53.8% | 63.5%-9.6pp | 72.4%-18.5pp | 67.7%-13.8pp |
| Annual return | 12.62% | 41.85%-29.2pp | 779.47%-766.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $2,194 | $2,347-6.5% | $2,916-24.8% | $2,757-20.4% |
| Participant deferral / active EE | $4,211 | $3,287+28.1% | $4,323-2.6% | $4,300-2.1% |
| Admin fee / account holder | $6,678 | $4,752+40.5% | $7,360-9.3% | $6,925-3.6% |