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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 | $29,670+63.1% | $56,054-13.6% | $80,911-40.2% |
| Participation rate | 37.2% | 41.7%-4.5pp | 52.5%-15.3pp | 67.6%-30.4pp |
| Annual return | 16.29% | 35.24%-19.0pp | 1705.95%-1689.7pp | 35.63%-19.3pp |
| Employer contribution / active EE | $886 | $670+32.3% | $1,039-14.7% | $2,756-67.8% |
| Participant deferral / active EE | $3,171 | $1,227+158.5% | $1,952+62.5% | $4,297-26.2% |
| Admin fee / account holder | $4,655 | $2,431+91.5% | $2,822+64.9% | $6,935-32.9% |