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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 | $14,419 | $110,410-86.9% | $102,437-85.9% | $145,897-90.1% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 17.95% | 24.85%-6.9pp | 24.95%-7.0pp | 552.29%-534.3pp |
| Employer contribution / active EE | $2,067 | $4,217-51.0% | $3,871-46.6% | $4,663-55.7% |
| Participant deferral / active EE | $5,015 | $5,622-10.8% | $5,060-0.9% | $6,689-25.0% |
| Admin fee / account holder | $335 | $9,745-96.6% | $8,388-96.0% | $13,390-97.5% |