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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 | $29,716+62.9% | $56,077-13.7% | $80,925-40.2% |
| Participation rate | 37.2% | 41.7%-4.5pp | 52.5%-15.3pp | 67.7%-30.4pp |
| Annual return | 16.29% | 35.30%-19.0pp | 1709.28%-1693.0pp | 35.65%-19.4pp |
| Employer contribution / active EE | $886 | $671+32.0% | $1,040-14.8% | $2,756-67.9% |
| Participant deferral / active EE | $3,171 | $1,228+158.2% | $1,954+62.3% | $4,299-26.2% |
| Admin fee / account holder | $4,655 | $2,432+91.4% | $2,825+64.8% | $6,940-32.9% |