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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 | $40,366 | $149,741-73.0% | $118,914-66.1% | $158,982-74.6% |
| Participation rate | 66.7% | 82.1%-15.5pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 27.95% | 19.94%+8.0pp | 35.89%-7.9pp | 302.99%-275.0pp |
| Employer contribution / active EE | $1,183 | $4,119-71.3% | $3,264-63.8% | $4,763-75.2% |
| Participant deferral / active EE | $8,667 | $5,226+65.9% | $4,266+103.2% | $5,983+44.8% |
| Admin fee / account holder | $305 | $8,607-96.5% | $6,582-95.4% | $11,252-97.3% |