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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 | $43,862 | $97,125-54.8% | $86,233-49.1% | $137,256-68.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 20.63% | 74.19%-53.6pp | 61.39%-40.8pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,101 | $2,841+44.3% | $2,504+63.7% | $4,156-1.3% |
| Participant deferral / active EE | $8,404 | $5,180+62.3% | $4,559+84.3% | $6,407+31.2% |
| Admin fee / account holder | $1,290 | $9,725-86.7% | $8,342-84.5% | $12,270-89.5% |