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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 | $29,733+9.5% | $56,025-41.9% | $80,959-59.8% |
| Participation rate | 46.8% | 41.7%+5.1pp | 52.5%-5.7pp | 67.7%-20.9pp |
| Annual return | 14.52% | 35.28%-20.8pp | 1712.69%-1698.2pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,160 | $672+72.7% | $1,042+11.4% | $2,757-57.9% |
| Participant deferral / active EE | $2,233 | $1,229+81.6% | $1,955+14.2% | $4,300-48.1% |
| Admin fee / account holder | $1,229 | $2,434-49.5% | $2,828-56.5% | $6,925-82.3% |