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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 | $26,700 | $102,429-73.9% | $147,096-81.8% | $80,925-67.0% |
| Participation rate | 58.6% | 75.9%-17.2pp | 82.2%-23.6pp | 67.7%-9.0pp |
| Annual return | 19.52% | 135.02%-115.5pp | 419.75%-400.2pp | 35.65%-16.1pp |
| Employer contribution / active EE | $2,168 | $3,716-41.6% | $4,936-56.1% | $2,756-21.3% |
| Participant deferral / active EE | $4,061 | $6,649-38.9% | $8,071-49.7% | $4,299-5.5% |
| Admin fee / account holder | $4,260 | $7,957-46.5% | $13,005-67.2% | $6,940-38.6% |