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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 | $117,829-64.7% | $102,423-59.4% | $145,877-71.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 8.80% | 31.83%-23.0pp | 29.42%-20.6pp | 551.28%-542.5pp |
| Employer contribution / active EE | $2,652 | $3,615-26.6% | $3,023-12.3% | $4,663-43.1% |
| Participant deferral / active EE | $8,693 | $5,732+51.6% | $5,054+72.0% | $6,691+29.9% |
| Admin fee / account holder | $12,639 | $13,335-5.2% | $9,455+33.7% | $13,402-5.7% |