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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 | $32,562 | $29,716+9.6% | $56,077-41.9% | $80,925-59.8% |
| Participation rate | 46.8% | 41.7%+5.1pp | 52.5%-5.7pp | 67.7%-20.9pp |
| Annual return | 14.52% | 35.30%-20.8pp | 1709.28%-1694.8pp | 35.65%-21.1pp |
| Employer contribution / active EE | $1,160 | $671+72.9% | $1,040+11.5% | $2,756-57.9% |
| Participant deferral / active EE | $2,233 | $1,228+81.7% | $1,954+14.3% | $4,299-48.1% |
| Admin fee / account holder | $1,229 | $2,432-49.5% | $2,825-56.5% | $6,940-82.3% |