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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 | $23,472 | $73,532-68.1% | $178,540-86.9% | $74,459-68.5% |
| Participation rate | 52.4% | 66.6%-14.2pp | 77.1%-24.8pp | 67.2%-14.9pp |
| Annual return | 18.81% | 17.51%+1.3pp | 27.15%-8.3pp | 1369.70%-1350.9pp |
| Employer contribution / active EE | $1,548 | $2,221-30.3% | $3,953-60.8% | $2,626-41.0% |
| Participant deferral / active EE | $2,748 | $4,519-39.2% | $6,281-56.2% | $4,350-36.8% |
| Admin fee / account holder | $826 | $1,813-54.4% | $10,424-92.1% | $1,945-57.5% |