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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 | $11,871 | $111,878-89.4% | $93,727-87.3% | $145,897-91.9% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 14.58% | 204.28%-189.7pp | 133.83%-119.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,767 | $3,092-42.9% | $2,421-27.0% | $4,663-62.1% |
| Participant deferral / active EE | $3,197 | $4,920-35.0% | $4,417-27.6% | $6,689-52.2% |
| Admin fee / account holder | $1,235 | $10,256-88.0% | $8,292-85.1% | $13,390-90.8% |