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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 | $29,507+33.0% | $56,025-29.9% | $77,762-49.5% |
| Participation rate | 12.5% | 32.7%-20.3pp | 52.5%-40.1pp | 70.6%-58.1pp |
| Annual return | 21.58% | 18.90%+2.7pp | 1712.69%-1691.1pp | 31.27%-9.7pp |
| Employer contribution / active EE | $654 | $570+14.8% | $1,042-37.2% | $2,728-76.0% |
| Participant deferral / active EE | $1,265 | $1,062+19.1% | $1,955-35.3% | $4,651-72.8% |
| Admin fee / account holder | $575 | $1,041-44.7% | $2,828-79.7% | $433+32.9% |