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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 | $27,496 | $51,638-46.8% | $68,368-59.8% | $82,448-66.7% |
| Participation rate | 40.4% | 63.6%-23.2pp | 73.8%-33.3pp | 68.1%-27.6pp |
| Annual return | 54.93% | 37.53%+17.4pp | 292.57%-237.6pp | 41.64%+13.3pp |
| Employer contribution / active EE | $1,754 | $2,047-14.3% | $2,649-33.8% | $2,551-31.2% |
| Participant deferral / active EE | $2,347 | $2,914-19.5% | $4,123-43.1% | $4,139-43.3% |
| Admin fee / account holder | $5,435 | $4,643+17.1% | $5,150+5.5% | $7,234-24.9% |