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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 | $25,600 | $45,041-43.2% | $63,003-59.4% | $70,131-63.5% |
| Participation rate | 50.0% | 69.5%-19.5pp | 74.8%-24.8pp | 69.5%-19.5pp |
| Annual return | 30.53% | 18.76%+11.8pp | 87.59%-57.1pp | 73.14%-42.6pp |
| Employer contribution / active EE | $1,988 | $2,052-3.1% | $2,760-28.0% | $2,342-15.1% |
| Participant deferral / active EE | $2,911 | $2,465+18.1% | $3,329-12.6% | $3,332-12.6% |
| Admin fee / account holder | $2,450 | $2,836-13.6% | $3,600-31.9% | $4,645-47.3% |