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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 | $38,572 | $29,736+29.7% | $56,033-31.2% | $80,935-52.3% |
| Participation rate | 3.8% | 41.7%-37.9pp | 52.5%-48.6pp | 67.7%-63.8pp |
| Annual return | 11.20% | 35.28%-24.1pp | 1711.38%-1700.2pp | 35.66%-24.5pp |
| Employer contribution / active EE | $590 | $671-12.2% | $1,041-43.4% | $2,757-78.6% |
| Participant deferral / active EE | $2,900 | $1,228+136.1% | $1,954+48.4% | $4,299-32.6% |
| Admin fee / account holder | $1,184 | $2,434-51.4% | $2,827-58.1% | $6,924-82.9% |