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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 | $43,997 | $64,920-32.2% | $103,693-57.6% | $86,983-49.4% |
| Participation rate | 66.7% | 63.6%+3.1pp | 72.6%-6.0pp | 69.5%-2.9pp |
| Annual return | 15.13% | 30.29%-15.2pp | 47.61%-32.5pp | 25.83%-10.7pp |
| Employer contribution / active EE | $6,968 | $2,141+225.4% | $2,920+138.6% | $2,584+169.6% |
| Participant deferral / active EE | $4,962 | $3,241+53.1% | $4,579+8.4% | $4,194+18.3% |
| Admin fee / account holder | $533 | $6,191-91.4% | $7,858-93.2% | $7,856-93.2% |