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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 | $35,479 | $51,649-31.3% | $124,206-71.4% | $64,097-44.6% |
| Participation rate | 54.6% | 45.2%+9.4pp | 69.6%-15.0pp | 55.2%-0.6pp |
| Annual return | 16.15% | 19.98%-3.8pp | 515.27%-499.1pp | 34.64%-18.5pp |
| Employer contribution / active EE | $2,564 | $1,057+142.6% | $3,540-27.6% | $1,891+35.6% |
| Participant deferral / active EE | $3,156 | $2,165+45.8% | $3,968-20.4% | $3,080+2.5% |
| Admin fee / account holder | $945 | $4,237-77.7% | $5,929-84.1% | $3,454-72.7% |