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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 | $52,581-32.5% | $130,788-72.9% | $64,340-44.9% |
| Participation rate | 54.6% | 46.5%+8.1pp | 70.1%-15.5pp | 55.2%-0.6pp |
| Annual return | 16.15% | 20.39%-4.2pp | 386.44%-370.3pp | 24.14%-8.0pp |
| Employer contribution / active EE | $2,564 | $1,031+148.7% | $3,558-27.9% | $1,862+37.7% |
| Participant deferral / active EE | $3,156 | $2,200+43.4% | $4,137-23.7% | $2,980+5.9% |
| Admin fee / account holder | $945 | $4,583-79.4% | $6,673-85.8% | $3,703-74.5% |