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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 | $10,238 | $87,166-88.3% | $76,735-86.7% | $137,256-92.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 20.61% | 26.50%-5.9pp | 29.77%-9.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,026 | $2,904-64.7% | $2,454-58.2% | $4,156-75.3% |
| Participant deferral / active EE | $1,775 | $4,726-62.4% | $4,088-56.6% | $6,407-72.3% |
| Admin fee / account holder | $1,363 | $8,403-83.8% | $7,189-81.0% | $12,270-88.9% |