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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 | $29,736+78.2% | $56,033-5.4% | $80,935-34.5% |
| Participation rate | 22.2% | 41.7%-19.5pp | 52.5%-30.3pp | 67.7%-45.4pp |
| Annual return | 12.64% | 35.28%-22.6pp | 1711.38%-1698.7pp | 35.66%-23.0pp |
| Employer contribution / active EE | $673 | $671+0.2% | $1,041-35.4% | $2,757-75.6% |
| Participant deferral / active EE | $1,351 | $1,228+10.0% | $1,954-30.9% | $4,299-68.6% |
| Admin fee / account holder | $437 | $2,434-82.0% | $2,827-84.5% | $6,924-93.7% |