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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 | $68,189 | $28,624+138.2% | $53,647+27.1% | $82,637-17.5% |
| Participation rate | 64.1% | 47.3%+16.8pp | 56.3%+7.8pp | 68.1%-4.0pp |
| Annual return | 16.34% | 664.98%-648.6pp | 358.33%-342.0pp | 53.51%-37.2pp |
| Employer contribution / active EE | $1,288 | $637+102.4% | $962+33.9% | $2,552-49.5% |
| Participant deferral / active EE | $2,879 | $1,196+140.7% | $1,813+58.8% | $4,126-30.2% |
| Admin fee / account holder | $849 | $2,022-58.0% | $2,460-65.5% | $7,339-88.4% |