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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 | $39,565 | $29,051+36.2% | $52,425-24.5% | $67,986-41.8% |
| Participation rate | 52.1% | 30.4%+21.7pp | 55.6%-3.5pp | 57.2%-5.1pp |
| Annual return | 17.50% | 24.00%-6.5pp | 302.12%-284.6pp | 31.67%-14.2pp |
| Employer contribution / active EE | $1,618 | $412+292.9% | $914+77.0% | $2,019-19.9% |
| Participant deferral / active EE | $2,737 | $873+213.5% | $1,790+52.9% | $3,358-18.5% |
| Admin fee / account holder | $2,132 | $2,113+0.9% | $2,495-14.5% | $3,203-33.4% |