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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 | $48,403 | $29,733+62.8% | $56,025-13.6% | $80,959-40.2% |
| Participation rate | 37.2% | 41.7%-4.5pp | 52.5%-15.3pp | 67.7%-30.5pp |
| Annual return | 16.29% | 35.28%-19.0pp | 1712.69%-1696.4pp | 35.67%-19.4pp |
| Employer contribution / active EE | $886 | $672+31.9% | $1,042-14.9% | $2,757-67.9% |
| Participant deferral / active EE | $3,171 | $1,229+158.0% | $1,955+62.3% | $4,300-26.3% |
| Admin fee / account holder | $4,655 | $2,434+91.3% | $2,828+64.6% | $6,925-32.8% |