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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 | $22,197 | $88,324-74.9% | $115,038-80.7% | $55,191-59.8% |
| Participation rate | 47.4% | 72.5%-25.1pp | 81.4%-34.0pp | 69.2%-21.8pp |
| Annual return | 180.21% | 6.30%+173.9pp | 26.14%+154.1pp | 10.78%+169.4pp |
| Employer contribution / active EE | $1,809 | $2,805-35.5% | $4,608-60.7% | $1,899-4.7% |
| Participant deferral / active EE | $2,907 | $5,042-42.3% | $6,026-51.8% | $3,046-4.6% |
| Admin fee / account holder | $1,429 | $105+1256.0% | $8,175-82.5% | $91+1474.1% |