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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 | $51,655 | $46,877+10.2% | $122,354-57.8% | $70,126-26.3% |
| Participation rate | 62.9% | 58.2%+4.6pp | 71.6%-8.8pp | 69.5%-6.7pp |
| Annual return | 46.44% | 24.22%+22.2pp | 30.28%+16.2pp | 73.15%-26.7pp |
| Employer contribution / active EE | $1,708 | $1,288+32.6% | $4,051-57.8% | $2,343-27.1% |
| Participant deferral / active EE | $2,271 | $2,167+4.8% | $3,287-30.9% | $3,332-31.8% |
| Admin fee / account holder | $28,512 | $3,324+757.8% | $5,479+420.4% | $4,645+513.8% |