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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 | $19,487 | $110,278-82.3% | $95,740-79.6% | $139,466-86.0% |
| Participation rate | 68.4% | 75.7%-7.3pp | 72.3%-3.8pp | 80.3%-11.9pp |
| Annual return | 16.39% | 27.19%-10.8pp | 28.41%-12.0pp | 373.66%-357.3pp |
| Employer contribution / active EE | $623 | $3,260-80.9% | $2,836-78.0% | $4,754-86.9% |
| Participant deferral / active EE | $1,263 | $4,674-73.0% | $4,244-70.2% | $6,712-81.2% |
| Admin fee / account holder | $1,705 | $6,613-74.2% | $5,676-70.0% | $11,409-85.1% |