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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 | $51,201 | $29,733+72.2% | $56,025-8.6% | $80,959-36.8% |
| Participation rate | 51.5% | 41.7%+9.8pp | 52.5%-1.0pp | 67.7%-16.2pp |
| Annual return | 13.08% | 35.28%-22.2pp | 1712.69%-1699.6pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,332 | $1,229+89.6% | $1,955+19.3% | $4,300-45.8% |
| Admin fee / account holder | $2,385 | $2,434-2.0% | $2,828-15.7% | $6,925-65.6% |