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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 | $26,370 | $29,733-11.3% | $56,025-52.9% | $80,959-67.4% |
| Participation rate | 64.0% | 41.7%+22.3pp | 52.5%+11.5pp | 67.7%-3.7pp |
| Annual return | 12.22% | 35.28%-23.1pp | 1712.69%-1700.5pp | 35.67%-23.4pp |
| Employer contribution / active EE | $775 | $672+15.4% | $1,042-25.6% | $2,757-71.9% |
| Participant deferral / active EE | $4,896 | $1,229+298.2% | $1,955+150.5% | $4,300+13.8% |
| Admin fee / account holder | $383 | $2,434-84.3% | $2,828-86.5% | $6,925-94.5% |