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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 | $40,723 | $99,652-59.1% | $78,778-48.3% | $147,586-72.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 19.38% | 47.28%-27.9pp | 35.62%-16.2pp | 578.59%-559.2pp |
| Employer contribution / active EE | $1,426 | $2,796-49.0% | $1,986-28.2% | $4,876-70.8% |
| Participant deferral / active EE | $8,429 | $3,664+130.1% | $2,958+184.9% | $5,439+55.0% |
| Admin fee / account holder | $838 | $7,155-88.3% | $5,134-83.7% | $10,886-92.3% |