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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 | $64,412 | $106,247-39.4% | $96,515-33.3% | $139,466-53.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 26.35% | 38.47%-12.1pp | 35.73%-9.4pp | 373.66%-347.3pp |
| Employer contribution / active EE | $1,310 | $4,106-68.1% | $3,740-65.0% | $4,754-72.5% |
| Participant deferral / active EE | $8,352 | $5,456+53.1% | $4,880+71.2% | $6,712+24.4% |
| Admin fee / account holder | $1,207 | $7,885-84.7% | $6,735-82.1% | $11,409-89.4% |