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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 | $31,339 | $100,073-68.7% | $85,126-63.2% | $145,877-78.5% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 17.32% | 84.11%-66.8pp | 66.63%-49.3pp | 551.28%-534.0pp |
| Employer contribution / active EE | $871 | $3,236-73.1% | $2,731-68.1% | $4,663-81.3% |
| Participant deferral / active EE | $10,885 | $5,294+105.6% | $4,523+140.6% | $6,691+62.7% |
| Admin fee / account holder | $451 | $7,261-93.8% | $6,160-92.7% | $13,402-96.6% |