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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 | $26,453 | $45,126-41.4% | $85,187-68.9% | $74,459-64.5% |
| Participation rate | 51.7% | 49.4%+2.3pp | 67.5%-15.8pp | 67.2%-15.5pp |
| Annual return | 26.41% | 26.30%+0.1pp | 66.67%-40.3pp | 1369.70%-1343.3pp |
| Employer contribution / active EE | $1,400 | $1,460-4.1% | $2,732-48.7% | $2,626-46.7% |
| Participant deferral / active EE | $2,743 | $2,738+0.2% | $4,525-39.4% | $4,350-36.9% |
| Admin fee / account holder | $3,362 | $2,212+52.0% | $6,162-45.4% | $1,945+72.9% |