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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 | $17,226 | $124,314-86.1% | $109,163-84.2% | $167,518-89.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 14.11% | 26.04%-11.9pp | 25.75%-11.6pp | 478.71%-464.6pp |
| Employer contribution / active EE | $2,348 | $4,209-44.2% | $3,723-36.9% | $4,838-51.5% |
| Participant deferral / active EE | $4,115 | $5,256-21.7% | $4,654-11.6% | $6,342-35.1% |
| Admin fee / account holder | $17,792 | $7,973+123.2% | $6,754+163.4% | $12,312+44.5% |