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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 | $61,125-55.0% | $94,057-70.8% | $87,485-68.6% |
| Participation rate | 40.4% | 64.1%-23.6pp | 73.3%-32.9pp | 68.9%-28.5pp |
| Annual return | 54.93% | 35.20%+19.7pp | 480.62%-425.7pp | 26.06%+28.9pp |
| Employer contribution / active EE | $1,754 | $2,136-17.9% | $2,933-40.2% | $2,596-32.4% |
| Participant deferral / active EE | $2,347 | $3,260-28.0% | $4,709-50.2% | $4,274-45.1% |
| Admin fee / account holder | $5,435 | $5,629-3.4% | $7,244-25.0% | $7,775-30.1% |