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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 | $29,716-11.3% | $56,077-53.0% | $80,925-67.4% |
| Participation rate | 64.0% | 41.7%+22.3pp | 52.5%+11.5pp | 67.7%-3.7pp |
| Annual return | 12.22% | 35.30%-23.1pp | 1709.28%-1697.1pp | 35.65%-23.4pp |
| Employer contribution / active EE | $775 | $671+15.5% | $1,040-25.5% | $2,756-71.9% |
| Participant deferral / active EE | $4,896 | $1,228+298.5% | $1,954+150.6% | $4,299+13.9% |
| Admin fee / account holder | $383 | $2,432-84.3% | $2,825-86.4% | $6,940-94.5% |