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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 | $57,476 | $29,733+93.3% | $56,025+2.6% | $80,959-29.0% |
| Participation rate | 48.0% | 41.7%+6.3pp | 52.5%-4.5pp | 67.7%-19.7pp |
| Annual return | 32.14% | 35.28%-3.1pp | 1712.69%-1680.5pp | 35.67%-3.5pp |
| Employer contribution / active EE | $1,272 | $672+89.3% | $1,042+22.1% | $2,757-53.9% |
| Participant deferral / active EE | $1,838 | $1,229+49.5% | $1,955-6.0% | $4,300-57.3% |
| Admin fee / account holder | $532 | $2,434-78.2% | $2,828-81.2% | $6,925-92.3% |