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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 | $26,767 | $47,479-43.6% | $62,929-57.5% | $82,448-67.5% |
| Participation rate | 48.5% | 66.9%-18.4pp | 73.1%-24.6pp | 68.1%-19.6pp |
| Annual return | 22.58% | 20.34%+2.2pp | 1063.93%-1041.3pp | 41.64%-19.1pp |
| Employer contribution / active EE | $744 | $1,885-60.5% | $2,505-70.3% | $2,551-70.8% |
| Participant deferral / active EE | $2,247 | $2,870-21.7% | $3,888-42.2% | $4,139-45.7% |
| Admin fee / account holder | $1,885 | $3,804-50.4% | $5,065-62.8% | $7,234-73.9% |