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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 | $40,539 | $61,125-33.7% | $94,057-56.9% | $87,485-53.7% |
| Participation rate | 69.8% | 64.1%+5.7pp | 73.3%-3.6pp | 68.9%+0.8pp |
| Annual return | 13.09% | 35.20%-22.1pp | 480.62%-467.5pp | 26.06%-13.0pp |
| Employer contribution / active EE | $836 | $2,136-60.9% | $2,933-71.5% | $2,596-67.8% |
| Participant deferral / active EE | $2,068 | $3,260-36.6% | $4,709-56.1% | $4,274-51.6% |
| Admin fee / account holder | $1,322 | $5,629-76.5% | $7,244-81.7% | $7,775-83.0% |