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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 | $49,976-12.0% | $66,674-34.0% | $82,637-46.8% |
| Participation rate | 66.7% | 63.1%+3.6pp | 73.7%-7.0pp | 68.1%-1.4pp |
| Annual return | 15.13% | 39.09%-24.0pp | 321.24%-306.1pp | 53.51%-38.4pp |
| Employer contribution / active EE | $6,968 | $1,988+250.4% | $2,620+165.9% | $2,552+173.0% |
| Participant deferral / active EE | $4,962 | $2,847+74.3% | $4,084+21.5% | $4,126+20.3% |
| Admin fee / account holder | $533 | $4,594-88.4% | $5,098-89.6% | $7,339-92.7% |