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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 | $15,628 | $39,028-60.0% | $80,741-80.6% | $85,847-81.8% |
| Participation rate | 52.5% | 41.6%+11.0pp | 54.2%-1.6pp | 69.3%-16.8pp |
| Annual return | 12.02% | 26.31%-14.3pp | 87.30%-75.3pp | 318.61%-306.6pp |
| Employer contribution / active EE | $1,043 | $722+44.4% | $1,160-10.1% | $2,565-59.3% |
| Participant deferral / active EE | $1,811 | $1,326+36.6% | $2,145-15.6% | $3,952-54.2% |
| Admin fee / account holder | $6,168 | $2,429+153.9% | $3,380+82.5% | $6,261-1.5% |