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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 | $39,257 | $29,546+32.9% | $56,441-30.4% | $77,671-49.5% |
| Participation rate | 12.5% | 32.7%-20.2pp | 52.5%-40.0pp | 70.6%-58.1pp |
| Annual return | 21.58% | 19.01%+2.6pp | 1704.21%-1682.6pp | 31.21%-9.6pp |
| Employer contribution / active EE | $654 | $568+15.1% | $1,039-37.1% | $2,726-76.0% |
| Participant deferral / active EE | $1,265 | $1,061+19.2% | $1,953-35.2% | $4,648-72.8% |
| Admin fee / account holder | $575 | $1,046-45.0% | $2,829-79.7% | $430+33.7% |