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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 | $29,736+93.3% | $56,033+2.6% | $80,935-29.0% |
| Participation rate | 48.0% | 41.7%+6.3pp | 52.5%-4.5pp | 67.7%-19.7pp |
| Annual return | 32.14% | 35.28%-3.1pp | 1711.38%-1679.2pp | 35.66%-3.5pp |
| Employer contribution / active EE | $1,272 | $671+89.4% | $1,041+22.2% | $2,757-53.9% |
| Participant deferral / active EE | $1,838 | $1,228+49.6% | $1,954-5.9% | $4,299-57.3% |
| Admin fee / account holder | $532 | $2,434-78.2% | $2,827-81.2% | $6,924-92.3% |