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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 | $50,558 | $28,624+76.6% | $53,647-5.8% | $82,637-38.8% |
| Participation rate | 56.0% | 47.3%+8.7pp | 56.3%-0.3pp | 68.1%-12.1pp |
| Annual return | 22.65% | 664.98%-642.3pp | 358.33%-335.7pp | 53.51%-30.9pp |
| Employer contribution / active EE | $939 | $637+47.5% | $962-2.4% | $2,552-63.2% |
| Participant deferral / active EE | $2,864 | $1,196+139.4% | $1,813+57.9% | $4,126-30.6% |
| Admin fee / account holder | $357 | $2,022-82.4% | $2,460-85.5% | $7,339-95.1% |