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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 | $28,946 | $51,604-43.9% | $129,295-77.6% | $80,874-64.2% |
| Participation rate | 32.9% | 57.0%-24.1pp | 69.6%-36.7pp | 67.6%-34.7pp |
| Annual return | 14.76% | 20.76%-6.0pp | 9429.28%-9414.5pp | 35.62%-20.9pp |
| Employer contribution / active EE | $1,266 | $1,585-20.1% | $4,157-69.5% | $2,756-54.1% |
| Participant deferral / active EE | $2,513 | $2,670-5.9% | $4,169-39.7% | $4,297-41.5% |
| Admin fee / account holder | $9,748 | $4,310+126.2% | $7,665+27.2% | $6,935+40.6% |