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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 | $41,684 | $28,624+45.6% | $53,647-22.3% | $82,637-49.6% |
| Participation rate | 52.5% | 47.3%+5.2pp | 56.3%-3.8pp | 68.1%-15.6pp |
| Annual return | 18.12% | 664.98%-646.9pp | 358.33%-340.2pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,515 | $637+138.0% | $962+57.5% | $2,552-40.6% |
| Participant deferral / active EE | $2,606 | $1,196+117.8% | $1,813+43.7% | $4,126-36.9% |
| Admin fee / account holder | $1,452 | $2,022-28.2% | $2,460-41.0% | $7,339-80.2% |