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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 | $32,153 | $89,370-64.0% | $141,197-77.2% | $72,976-55.9% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 25.98% | 111.88%-85.9pp | 71.41%-45.4pp | 81.02%-55.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,861 | $5,419+45.1% | $6,710+17.2% | $3,608+117.9% |
| Admin fee / account holder | $1,345 | $5,957-77.4% | $10,265-86.9% | $5,124-73.8% |