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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 | $37,195 | $29,670+25.4% | $56,054-33.6% | $80,911-54.0% |
| Participation rate | 42.6% | 41.7%+0.9pp | 52.5%-9.9pp | 67.6%-25.1pp |
| Annual return | 18.72% | 35.24%-16.5pp | 1705.95%-1687.2pp | 35.63%-16.9pp |
| Employer contribution / active EE | $205 | $670-69.4% | $1,039-80.3% | $2,756-92.6% |
| Participant deferral / active EE | $1,343 | $1,227+9.5% | $1,952-31.2% | $4,297-68.7% |
| Admin fee / account holder | $6,093 | $2,431+150.7% | $2,822+115.9% | $6,935-12.1% |