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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 | $58,234-54.5% | $81,783-67.6% | $80,874-67.2% |
| Participation rate | 53.8% | 63.4%-9.6pp | 72.4%-18.5pp | 67.6%-13.8pp |
| Annual return | 12.62% | 41.70%-29.1pp | 775.05%-762.4pp | 35.62%-23.0pp |
| Employer contribution / active EE | $2,194 | $2,341-6.3% | $2,913-24.7% | $2,756-20.4% |
| Participant deferral / active EE | $4,211 | $3,283+28.3% | $4,320-2.5% | $4,297-2.0% |
| Admin fee / account holder | $6,678 | $4,982+34.1% | $7,380-9.5% | $6,935-3.7% |