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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 | $23,330+18.9% | $64,489-57.0% | $82,448-66.4% |
| Participation rate | 52.7% | 68.3%-15.6pp | 67.7%-15.0pp | 68.1%-15.3pp |
| Annual return | 15.55% | 83.66%-68.1pp | 55.03%-39.5pp | 41.64%-26.1pp |
| Employer contribution / active EE | $882 | $824+6.9% | $1,523-42.1% | $2,551-65.4% |
| Participant deferral / active EE | $1,265 | $1,707-25.9% | $2,778-54.5% | $4,139-69.4% |
| Admin fee / account holder | $17,257 | $2,946+485.8% | $4,260+305.1% | $7,234+138.5% |