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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 | $19,914 | $85,024-76.6% | $70,544-71.8% | $139,466-85.7% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.4%-1.7pp | 80.3%-13.7pp |
| Annual return | 14.20% | 30.39%-16.2pp | 32.79%-18.6pp | 373.66%-359.5pp |
| Employer contribution / active EE | $1,338 | $3,912-65.8% | $2,976-55.0% | $4,754-71.9% |
| Participant deferral / active EE | $2,057 | $5,891-65.1% | $4,568-55.0% | $6,712-69.4% |
| Admin fee / account holder | $2,508 | $8,928-71.9% | $6,427-61.0% | $11,409-78.0% |