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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 | $43,361 | $29,319+47.9% | $52,425-17.3% | $82,448-47.4% |
| Participation rate | 32.3% | 46.9%-14.6pp | 55.6%-23.4pp | 68.1%-35.8pp |
| Annual return | 17.06% | 535.20%-518.1pp | 302.12%-285.1pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,236 | $586+110.8% | $914+35.2% | $2,551-51.5% |
| Participant deferral / active EE | $1,540 | $1,171+31.5% | $1,790-14.0% | $4,139-62.8% |
| Admin fee / account holder | $2,788 | $1,962+42.1% | $2,495+11.7% | $7,234-61.5% |