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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 | $19,598 | $110,379-82.2% | $102,412-80.9% | $145,884-86.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 19.69% | 24.84%-5.1pp | 24.94%-5.2pp | 551.85%-532.2pp |
| Employer contribution / active EE | $1,259 | $4,216-70.1% | $3,870-67.5% | $4,662-73.0% |
| Participant deferral / active EE | $3,857 | $5,622-31.4% | $5,060-23.8% | $6,690-42.4% |
| Admin fee / account holder | $3,974 | $9,745-59.2% | $8,388-52.6% | $13,392-70.3% |