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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 | $41,588 | $117,895-64.7% | $102,460-59.4% | $145,897-71.5% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 8.80% | 31.92%-23.1pp | 29.47%-20.7pp | 552.29%-543.5pp |
| Employer contribution / active EE | $2,652 | $3,619-26.7% | $3,025-12.3% | $4,663-43.1% |
| Participant deferral / active EE | $8,693 | $5,736+51.5% | $5,056+71.9% | $6,689+29.9% |
| Admin fee / account holder | $12,639 | $13,353-5.3% | $9,460+33.6% | $13,390-5.6% |