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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 | $40,754 | $114,013-64.3% | $103,693-60.7% | $155,188-73.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 10.94% | 49.31%-38.4pp | 47.61%-36.7pp | 148.84%-137.9pp |
| Employer contribution / active EE | $6,379 | $3,131+103.7% | $2,920+118.4% | $4,248+50.2% |
| Participant deferral / active EE | $6,810 | $4,970+37.0% | $4,579+48.7% | $6,531+4.3% |
| Admin fee / account holder | $24,776 | $8,407+194.7% | $7,858+215.3% | $14,480+71.1% |