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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 | $25,831 | $107,030-75.9% | $73,550-64.9% | $147,586-82.5% |
| Participation rate | 40.0% | 66.4%-26.4pp | 54.9%-14.9pp | 82.8%-42.8pp |
| Annual return | 19.72% | 38.25%-18.5pp | -15.16%+34.9pp | 578.59%-558.9pp |
| Employer contribution / active EE | $2,439 | $1,760+38.5% | $1,219+100.1% | $4,876-50.0% |
| Participant deferral / active EE | $3,523 | $2,458+43.3% | $1,804+95.3% | $5,439-35.2% |
| Admin fee / account holder | $589 | $3,055-80.7% | $2,320-74.6% | $10,886-94.6% |