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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 | $32,207 | $87,733-63.3% | $106,551-69.8% | $85,856-62.5% |
| Participation rate | 59.6% | 71.9%-12.4pp | 76.1%-16.6pp | 69.3%-9.7pp |
| Annual return | 116.46% | 21.86%+94.6pp | 26.80%+89.7pp | 318.58%-202.1pp |
| Employer contribution / active EE | $576 | $2,073-72.2% | $2,819-79.6% | $2,565-77.6% |
| Participant deferral / active EE | $7,879 | $3,469+127.1% | $4,398+79.1% | $3,952+99.4% |
| Admin fee / account holder | $485 | $6,767-92.8% | $7,408-93.5% | $6,261-92.3% |