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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 | $29,569+32.8% | $56,077-30.0% | $77,714-49.5% |
| Participation rate | 12.5% | 32.6%-20.2pp | 52.5%-40.0pp | 70.6%-58.1pp |
| Annual return | 21.58% | 18.90%+2.7pp | 1709.28%-1687.7pp | 31.26%-9.7pp |
| Employer contribution / active EE | $654 | $569+15.0% | $1,040-37.1% | $2,727-76.0% |
| Participant deferral / active EE | $1,265 | $1,061+19.2% | $1,954-35.3% | $4,649-72.8% |
| Admin fee / account holder | $575 | $1,042-44.8% | $2,825-79.6% | $433+32.8% |