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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 | $43,660 | $118,488-63.2% | $98,462-55.7% | $139,487-68.7% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 24.54% | 18.96%+5.6pp | 21.17%+3.4pp | 373.84%-349.3pp |
| Employer contribution / active EE | $2,790 | $3,611-22.7% | $3,049-8.5% | $4,755-41.3% |
| Participant deferral / active EE | $11,448 | $5,393+112.3% | $4,738+141.6% | $6,713+70.5% |
| Admin fee / account holder | $323 | $13,868-97.7% | $8,875-96.4% | $11,407-97.2% |