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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 | $28,689 | $41,150-30.3% | $80,627-64.4% | $71,511-59.9% |
| Participation rate | 64.9% | 50.3%+14.6pp | 67.0%-2.1pp | 67.9%-3.0pp |
| Annual return | 25.91% | 38.48%-12.6pp | 936.76%-910.9pp | 28.86%-2.9pp |
| Employer contribution / active EE | $2,633 | $1,515+73.8% | $2,723-3.3% | $2,589+1.7% |
| Participant deferral / active EE | $4,751 | $2,701+75.9% | $4,443+6.9% | $4,291+10.7% |
| Admin fee / account holder | $655 | $1,841-64.4% | $5,381-87.8% | $1,588-58.8% |