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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 | $41,634 | $85,171-51.1% | $172,753-75.9% | $72,976-42.9% |
| Participation rate | 66.0% | 70.1%-4.1pp | 82.6%-16.6pp | 69.5%-3.5pp |
| Annual return | 16.37% | 27.32%-11.0pp | 803.00%-786.6pp | 81.02%-64.6pp |
| Employer contribution / active EE | $777 | $3,324-76.6% | $5,144-84.9% | $2,440-68.2% |
| Participant deferral / active EE | $3,108 | $3,260-4.6% | $5,198-40.2% | $3,608-13.8% |
| Admin fee / account holder | $10,411 | $5,880+77.0% | $13,956-25.4% | $5,124+103.2% |