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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 | $36,026 | $29,736+21.2% | $56,033-35.7% | $80,935-55.5% |
| Participation rate | 33.3% | 41.7%-8.4pp | 52.5%-19.2pp | 67.7%-34.3pp |
| Annual return | 12.70% | 35.28%-22.6pp | 1711.38%-1698.7pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,203 | $671+79.2% | $1,041+15.6% | $2,757-56.4% |
| Participant deferral / active EE | $2,335 | $1,228+90.1% | $1,954+19.5% | $4,299-45.7% |
| Admin fee / account holder | $2,846 | $2,434+16.9% | $2,827+0.7% | $6,924-58.9% |