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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 | $34,661 | $29,716+16.6% | $56,077-38.2% | $80,925-57.2% |
| Participation rate | 29.2% | 41.7%-12.5pp | 52.5%-23.3pp | 67.7%-38.4pp |
| Annual return | 10.67% | 35.30%-24.6pp | 1709.28%-1698.6pp | 35.65%-25.0pp |
| Employer contribution / active EE | $462 | $671-31.2% | $1,040-55.6% | $2,756-83.2% |
| Participant deferral / active EE | $1,319 | $1,228+7.4% | $1,954-32.5% | $4,299-69.3% |
| Admin fee / account holder | $333 | $2,432-86.3% | $2,825-88.2% | $6,940-95.2% |