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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 | $26,656 | $99,652-73.3% | $78,778-66.2% | $147,585-81.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 20.83% | 47.28%-26.5pp | 35.62%-14.8pp | 578.58%-557.8pp |
| Employer contribution / active EE | $1,494 | $2,796-46.5% | $1,986-24.7% | $4,876-69.4% |
| Participant deferral / active EE | $4,391 | $3,664+19.8% | $2,958+48.4% | $5,439-19.3% |
| Admin fee / account holder | $303 | $7,155-95.8% | $5,134-94.1% | $10,886-97.2% |