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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 | $97,078-57.7% | $103,065-60.2% | $145,897-71.9% |
| Participation rate | 62.5% | 81.1%-18.6pp | 80.6%-18.1pp | 80.3%-17.8pp |
| Annual return | 16.53% | 25.49%-9.0pp | 23.95%-7.4pp | 552.29%-535.8pp |
| Employer contribution / active EE | $7,387 | $4,680+57.9% | $4,675+58.0% | $4,663+58.4% |
| Participant deferral / active EE | $16,504 | $6,601+150.0% | $6,625+149.1% | $6,689+146.7% |
| Admin fee / account holder | $435 | $12,505-96.5% | $9,349-95.3% | $13,390-96.7% |