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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 | $40,772 | $29,319+39.1% | $52,425-22.2% | $82,448-50.5% |
| Participation rate | 48.3% | 46.9%+1.5pp | 55.6%-7.3pp | 68.1%-19.7pp |
| Annual return | 14.78% | 535.20%-520.4pp | 302.12%-287.3pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,234 | $586+110.5% | $914+35.0% | $2,551-51.6% |
| Participant deferral / active EE | $2,359 | $1,171+101.4% | $1,790+31.7% | $4,139-43.0% |
| Admin fee / account holder | $1,504 | $1,962-23.4% | $2,495-39.7% | $7,234-79.2% |