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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 | $52,984 | $29,667+78.6% | $56,441-6.1% | $80,874-34.5% |
| Participation rate | 22.2% | 41.7%-19.4pp | 52.5%-30.3pp | 67.6%-45.4pp |
| Annual return | 12.64% | 35.22%-22.6pp | 1704.21%-1691.6pp | 35.62%-23.0pp |
| Employer contribution / active EE | $673 | $669+0.5% | $1,039-35.3% | $2,756-75.6% |
| Participant deferral / active EE | $1,351 | $1,227+10.2% | $1,953-30.8% | $4,297-68.6% |
| Admin fee / account holder | $437 | $2,429-82.0% | $2,829-84.5% | $6,935-93.7% |