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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 | $27,505 | $161,352-83.0% | $134,172-79.5% | $137,256-80.0% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 18.73% | 28.72%-10.0pp | 25.30%-6.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,101 | $4,099-48.7% | $3,420-38.6% | $4,156-49.4% |
| Participant deferral / active EE | $5,903 | $5,552+6.3% | $4,690+25.8% | $6,407-7.9% |
| Admin fee / account holder | $617 | $15,028-95.9% | $12,016-94.9% | $12,270-95.0% |