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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 | $41,033 | $97,751-58.0% | $103,447-60.3% | $145,877-71.9% |
| Participation rate | 62.5% | 81.1%-18.6pp | 80.5%-18.0pp | 80.3%-17.8pp |
| Annual return | 16.53% | 25.43%-8.9pp | 23.92%-7.4pp | 551.28%-534.8pp |
| Employer contribution / active EE | $7,387 | $4,684+57.7% | $4,678+57.9% | $4,663+58.4% |
| Participant deferral / active EE | $16,504 | $6,603+149.9% | $6,624+149.2% | $6,691+146.7% |
| Admin fee / account holder | $435 | $12,515-96.5% | $9,415-95.4% | $13,402-96.8% |