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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 | $16,567 | $99,345-83.3% | $84,753-80.5% | $273,972-94.0% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 2.74% | 22.93%-20.2pp | 22.78%-20.0pp | 41.46%-38.7pp |
| Employer contribution / active EE | $5,447 | $4,214+29.3% | $3,574+52.4% | $4,869+11.9% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $574 | $6,645-91.4% | $5,333-89.2% | $10,133-94.3% |