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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 | $16,444 | $110,379-85.1% | $102,412-83.9% | $145,884-88.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 18.01% | 24.84%-6.8pp | 24.94%-6.9pp | 551.85%-533.8pp |
| Employer contribution / active EE | $2,849 | $4,216-32.4% | $3,870-26.4% | $4,662-38.9% |
| Participant deferral / active EE | $4,849 | $5,622-13.8% | $5,060-4.2% | $6,690-27.5% |
| Admin fee / account holder | $2,238 | $9,745-77.0% | $8,388-73.3% | $13,392-83.3% |