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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 | $26,448 | $59,006-55.2% | $97,295-72.8% | $74,478-64.5% |
| Participation rate | 48.9% | 63.7%-14.8pp | 72.7%-23.7pp | 67.2%-18.3pp |
| Annual return | 12.18% | 16.04%-3.9pp | 75.62%-63.4pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $642 | $1,894-66.1% | $2,723-76.4% | $2,626-75.6% |
| Participant deferral / active EE | $2,173 | $3,671-40.8% | $4,264-49.0% | $4,350-50.1% |
| Admin fee / account holder | $3,746 | $1,974+89.8% | $5,646-33.6% | $1,946+92.5% |