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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 | $40,879 | $85,171-52.0% | $172,752-76.3% | $72,975-44.0% |
| Participation rate | 69.0% | 70.1%-1.1pp | 82.6%-13.7pp | 69.5%-0.5pp |
| Annual return | 22.48% | 27.32%-4.8pp | 802.97%-780.5pp | 81.01%-58.5pp |
| Employer contribution / active EE | $5,189 | $3,324+56.1% | $5,144+0.9% | $2,440+112.7% |
| Participant deferral / active EE | $3,272 | $3,260+0.4% | $5,198-37.1% | $3,608-9.3% |
| Admin fee / account holder | $577 | $5,880-90.2% | $13,955-95.9% | $5,124-88.7% |