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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 | $33,675 | $27,924+20.6% | $58,534-42.5% | $75,173-55.2% |
| Participation rate | 40.8% | 38.8%+2.0pp | 50.9%-10.0pp | 67.2%-26.4pp |
| Annual return | 17.28% | 44.20%-26.9pp | 4248.32%-4231.0pp | 160.65%-143.4pp |
| Employer contribution / active EE | $753 | $669+12.5% | $1,054-28.5% | $2,670-71.8% |
| Participant deferral / active EE | $1,996 | $1,202+66.1% | $1,924+3.7% | $4,126-51.6% |
| Admin fee / account holder | $4,611 | $1,726+167.1% | $2,519+83.0% | $5,651-18.4% |