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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 | $31,629 | $29,670+6.6% | $56,054-43.6% | $80,911-60.9% |
| Participation rate | 56.3% | 41.7%+14.6pp | 52.5%+3.8pp | 67.6%-11.4pp |
| Annual return | 13.87% | 35.24%-21.4pp | 1705.95%-1692.1pp | 35.63%-21.8pp |
| Employer contribution / active EE | $1,273 | $670+90.1% | $1,039+22.5% | $2,756-53.8% |
| Participant deferral / active EE | $1,744 | $1,227+42.2% | $1,952-10.7% | $4,297-59.4% |
| Admin fee / account holder | $427 | $2,431-82.4% | $2,822-84.9% | $6,935-93.8% |