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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 | $42,687 | $106,267-59.8% | $96,520-55.8% | $139,456-69.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 13.88% | 38.45%-24.6pp | 35.72%-21.8pp | 373.45%-359.6pp |
| Employer contribution / active EE | $1,963 | $4,105-52.2% | $3,739-47.5% | $4,753-58.7% |
| Participant deferral / active EE | $4,350 | $5,454-20.3% | $4,879-10.8% | $6,711-35.2% |
| Admin fee / account holder | $10,326 | $7,882+31.0% | $6,733+53.4% | $11,407-9.5% |