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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 | $12,575 | $48,327-74.0% | $67,575-81.4% | $80,935-84.5% |
| Participation rate | 68.6% | 66.4%+2.2pp | 72.9%-4.3pp | 67.7%+1.0pp |
| Annual return | 14.20% | 18.31%-4.1pp | 3528.98%-3514.8pp | 35.66%-21.5pp |
| Employer contribution / active EE | $896 | $2,022-55.7% | $2,736-67.3% | $2,757-67.5% |
| Participant deferral / active EE | $959 | $2,927-67.2% | $4,003-76.0% | $4,299-77.7% |
| Admin fee / account holder | $3,443 | $3,692-6.7% | $3,993-13.8% | $6,924-50.3% |