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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 | $21,648 | $29,736-27.2% | $56,033-61.4% | $80,935-73.3% |
| Participation rate | 51.3% | 41.7%+9.6pp | 52.5%-1.2pp | 67.7%-16.4pp |
| Annual return | 21.46% | 35.28%-13.8pp | 1711.38%-1689.9pp | 35.66%-14.2pp |
| Employer contribution / active EE | $1,251 | $671+86.3% | $1,041+20.2% | $2,757-54.6% |
| Participant deferral / active EE | $2,732 | $1,228+122.4% | $1,954+39.8% | $4,299-36.5% |
| Admin fee / account holder | $869 | $2,434-64.3% | $2,827-69.3% | $6,924-87.5% |