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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 | $27,738 | $24,618+12.7% | $71,585-61.3% | $82,637-66.4% |
| Participation rate | 52.7% | 68.2%-15.5pp | 68.2%-15.4pp | 68.1%-15.3pp |
| Annual return | 15.55% | 93.17%-77.6pp | 59.26%-43.7pp | 53.51%-38.0pp |
| Employer contribution / active EE | $882 | $852+3.5% | $1,669-47.2% | $2,552-65.5% |
| Participant deferral / active EE | $1,265 | $1,720-26.5% | $2,923-56.7% | $4,126-69.3% |
| Admin fee / account holder | $17,257 | $3,285+425.4% | $4,712+266.3% | $7,339+135.1% |