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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 | $10,518 | $111,535-90.6% | $105,223-90.0% | $137,256-92.3% |
| Participation rate | 65.2% | 78.1%-12.9pp | 75.0%-9.8pp | 80.0%-14.7pp |
| Annual return | 26.15% | 237.85%-211.7pp | 180.65%-154.5pp | 220.34%-194.2pp |
| Employer contribution / active EE | $1,962 | $3,939-50.2% | $3,689-46.8% | $4,156-52.8% |
| Participant deferral / active EE | $5,564 | $5,500+1.2% | $5,072+9.7% | $6,407-13.1% |
| Admin fee / account holder | $758 | $9,721-92.2% | $8,859-91.4% | $12,270-93.8% |