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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 | $27,809 | $102,385-72.8% | $147,080-81.1% | $80,935-65.6% |
| Participation rate | 52.9% | 75.9%-22.9pp | 82.2%-29.2pp | 67.7%-14.7pp |
| Annual return | 29.55% | 135.09%-105.5pp | 420.17%-390.6pp | 35.66%-6.1pp |
| Employer contribution / active EE | $6,621 | $3,717+78.1% | $4,933+34.2% | $2,757+140.2% |
| Participant deferral / active EE | $9,619 | $6,651+44.6% | $8,066+19.2% | $4,299+123.7% |
| Admin fee / account holder | $706 | $7,951-91.1% | $12,989-94.6% | $6,924-89.8% |