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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 | $16,121 | $48,053-66.5% | $84,637-81.0% | $72,976-77.9% |
| Participation rate | 51.4% | 57.6%-6.2pp | 68.2%-16.9pp | 69.5%-18.1pp |
| Annual return | 28.65% | 37.39%-8.7pp | 258.82%-230.2pp | 81.02%-52.4pp |
| Employer contribution / active EE | $2,054 | $1,602+28.2% | $2,653-22.6% | $2,440-15.8% |
| Participant deferral / active EE | $2,731 | $2,681+1.9% | $3,900-30.0% | $3,608-24.3% |
| Admin fee / account holder | $769 | $3,395-77.3% | $4,914-84.3% | $5,124-85.0% |