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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 | $29,736+25.1% | $56,033-33.6% | $80,935-54.0% |
| Participation rate | 42.6% | 41.7%+0.9pp | 52.5%-9.9pp | 67.7%-25.1pp |
| Annual return | 18.72% | 35.28%-16.6pp | 1711.38%-1692.7pp | 35.66%-16.9pp |
| Employer contribution / active EE | $205 | $671-69.4% | $1,041-80.3% | $2,757-92.6% |
| Participant deferral / active EE | $1,343 | $1,228+9.4% | $1,954-31.3% | $4,299-68.8% |
| Admin fee / account holder | $6,093 | $2,434+150.4% | $2,827+115.5% | $6,924-12.0% |