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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 | $39,609 | $110,410-64.1% | $102,437-61.3% | $145,897-72.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 14.42% | 24.85%-10.4pp | 24.95%-10.5pp | 552.29%-537.9pp |
| Employer contribution / active EE | $2,405 | $4,217-43.0% | $3,871-37.9% | $4,663-48.4% |
| Participant deferral / active EE | $6,908 | $5,622+22.9% | $5,060+36.5% | $6,689+3.3% |
| Admin fee / account holder | $2,571 | $9,745-73.6% | $8,388-69.3% | $13,390-80.8% |