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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 | $26,648 | $63,140-57.8% | $304,612-91.3% | $116,462-77.1% |
| Participation rate | 65.8% | 70.4%-4.6pp | 81.9%-16.1pp | 74.7%-8.9pp |
| Annual return | 19.85% | 15.04%+4.8pp | 329.91%-310.1pp | 15.65%+4.2pp |
| Employer contribution / active EE | $2,246 | $2,385-5.8% | $7,476-70.0% | $3,231-30.5% |
| Participant deferral / active EE | $2,417 | $2,741-11.8% | $5,388-55.1% | $3,836-37.0% |
| Admin fee / account holder | $424 | $7,583-94.4% | $12,962-96.7% | $12,754-96.7% |