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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 | $22,668 | $91,167-75.1% | $178,498-87.3% | $79,858-71.6% |
| Participation rate | 51.9% | 69.2%-17.4pp | 81.9%-30.1pp | 69.6%-17.8pp |
| Annual return | 23.25% | 24.19%-0.9pp | 151.09%-127.8pp | 31.72%-8.5pp |
| Employer contribution / active EE | $2,822 | $3,255-13.3% | $5,011-43.7% | $2,471+14.2% |
| Participant deferral / active EE | $1,175 | $3,236-63.7% | $5,202-77.4% | $3,740-68.6% |
| Admin fee / account holder | $1,504 | $6,747-77.7% | $13,985-89.2% | $5,306-71.7% |