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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 | $19,429 | $110,212-82.4% | $96,534-79.9% | $139,466-86.1% |
| Participation rate | 63.6% | 78.1%-14.5pp | 76.0%-12.3pp | 80.3%-16.7pp |
| Annual return | 35.95% | 26.42%+9.5pp | 25.88%+10.1pp | 373.66%-337.7pp |
| Employer contribution / active EE | $2,759 | $3,620-23.8% | $2,965-7.0% | $4,754-42.0% |
| Participant deferral / active EE | $4,114 | $5,547-25.8% | $4,851-15.2% | $6,712-38.7% |
| Admin fee / account holder | $375 | $11,599-96.8% | $8,253-95.5% | $11,409-96.7% |