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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 | $30,389 | $29,319+3.6% | $52,425-42.0% | $82,448-63.1% |
| Participation rate | 59.6% | 46.9%+12.7pp | 55.6%+3.9pp | 68.1%-8.5pp |
| Annual return | 17.57% | 535.20%-517.6pp | 302.12%-284.6pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,219 | $586+278.4% | $914+142.7% | $2,551-13.0% |
| Participant deferral / active EE | $1,790 | $1,171+52.8% | $1,7900% | $4,139-56.8% |
| Admin fee / account holder | $4,742 | $1,962+141.7% | $2,495+90.1% | $7,234-34.5% |