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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 | $50,425 | $27,936+80.5% | $58,561-13.9% | $75,173-32.9% |
| Participation rate | 29.2% | 38.8%-9.6pp | 50.9%-21.6pp | 67.2%-38.0pp |
| Annual return | 20.41% | 44.21%-23.8pp | 4251.33%-4230.9pp | 160.72%-140.3pp |
| Employer contribution / active EE | $560 | $670-16.3% | $1,053-46.8% | $2,671-79.0% |
| Participant deferral / active EE | $1,489 | $1,202+23.9% | $1,923-22.6% | $4,126-63.9% |
| Admin fee / account holder | $1,146 | $1,727-33.6% | $2,520-54.5% | $5,651-79.7% |