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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 | $35,914 | $29,736+20.8% | $56,033-35.9% | $80,935-55.6% |
| Participation rate | 45.0% | 41.7%+3.3pp | 52.5%-7.5pp | 67.7%-22.7pp |
| Annual return | 16.91% | 35.28%-18.4pp | 1711.38%-1694.5pp | 35.66%-18.8pp |
| Employer contribution / active EE | $1,398 | $671+108.3% | $1,041+34.3% | $2,757-49.3% |
| Participant deferral / active EE | $1,489 | $1,228+21.2% | $1,954-23.8% | $4,299-65.4% |
| Admin fee / account holder | $935 | $2,434-61.6% | $2,827-66.9% | $6,924-86.5% |