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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 | $24,372 | $110,337-77.9% | $102,383-76.2% | $145,877-83.3% |
| Participation rate | 63.2% | 77.9%-14.8pp | 74.5%-11.4pp | 80.3%-17.1pp |
| Annual return | 19.03% | 24.83%-5.8pp | 24.94%-5.9pp | 551.28%-532.2pp |
| Employer contribution / active EE | $1,971 | $4,216-53.3% | $3,870-49.1% | $4,663-57.7% |
| Participant deferral / active EE | $6,145 | $5,621+9.3% | $5,060+21.4% | $6,691-8.2% |
| Admin fee / account holder | $316 | $9,750-96.8% | $8,391-96.2% | $13,402-97.6% |