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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 | $27,943+20.5% | $58,507-42.4% | $75,177-55.2% |
| Participation rate | 40.8% | 38.8%+2.0pp | 50.9%-10.0pp | 67.2%-26.4pp |
| Annual return | 17.28% | 44.22%-26.9pp | 4252.32%-4235.0pp | 160.75%-143.5pp |
| Employer contribution / active EE | $753 | $670+12.4% | $1,053-28.5% | $2,671-71.8% |
| Participant deferral / active EE | $1,996 | $1,202+66.0% | $1,922+3.8% | $4,126-51.6% |
| Admin fee / account holder | $4,611 | $1,727+167.0% | $2,486+85.5% | $5,651-18.4% |