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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 | $31,453 | $48,570-35.2% | $130,660-75.9% | $72,975-56.9% |
| Participation rate | 66.7% | 58.6%+8.1pp | 71.7%-5.1pp | 69.5%-2.8pp |
| Annual return | 22.70% | 38.63%-15.9pp | 1709.29%-1686.6pp | 81.01%-58.3pp |
| Employer contribution / active EE | $2,189 | $1,334+64.1% | $4,092-46.5% | $2,440-10.3% |
| Participant deferral / active EE | $2,308 | $2,384-3.2% | $3,603-35.9% | $3,608-36.0% |
| Admin fee / account holder | $4,452 | $3,549+25.4% | $5,463-18.5% | $5,124-13.1% |