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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 | $40,629 | $108,897-62.7% | $100,378-59.5% | $145,877-72.1% |
| Participation rate | 61.5% | 83.0%-21.4pp | 81.5%-20.0pp | 80.3%-18.8pp |
| Annual return | 14.16% | 58.17%-44.0pp | 49.41%-35.3pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,307 | $4,420-47.8% | $3,942-41.5% | $4,663-50.5% |
| Participant deferral / active EE | $8,264 | $8,455-2.3% | $8,087+2.2% | $6,691+23.5% |
| Admin fee / account holder | $413 | $9,690-95.7% | $7,899-94.8% | $13,402-96.9% |