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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 | $15,042 | $87,166-82.7% | $76,735-80.4% | $137,256-89.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 16.70% | 26.50%-9.8pp | 29.77%-13.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,366 | $2,904-53.0% | $2,454-44.4% | $4,156-67.1% |
| Participant deferral / active EE | $1,366 | $4,726-71.1% | $4,088-66.6% | $6,407-78.7% |
| Admin fee / account holder | $3,375 | $8,403-59.8% | $7,189-53.1% | $12,270-72.5% |