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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 | $41,616 | $107,030-61.1% | $73,550-43.4% | $147,586-71.8% |
| Participation rate | 28.6% | 66.4%-37.8pp | 54.9%-26.4pp | 82.8%-54.3pp |
| Annual return | 15.51% | 38.25%-22.7pp | -15.16%+30.7pp | 578.59%-563.1pp |
| Employer contribution / active EE | $2,609 | $1,760+48.2% | $1,219+114.0% | $4,876-46.5% |
| Participant deferral / active EE | $503 | $2,458-79.5% | $1,804-72.1% | $5,439-90.7% |
| Admin fee / account holder | $648 | $3,055-78.8% | $2,320-72.1% | $10,886-94.1% |