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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 | $8,623 | $76,407-88.7% | $150,298-94.3% | $82,448-89.5% |
| Participation rate | 69.8% | 66.4%+3.4pp | 77.8%-7.9pp | 68.1%+1.7pp |
| Annual return | 19.56% | 39.99%-20.4pp | 62.79%-43.2pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,403 | $2,614-46.3% | $4,154-66.2% | $2,551-45.0% |
| Participant deferral / active EE | $1,049 | $3,214-67.4% | $5,453-80.8% | $4,139-74.7% |
| Admin fee / account holder | $311 | $6,352-95.1% | $14,116-97.8% | $7,234-95.7% |