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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 | $6,708 | $102,245-93.4% | $89,340-92.5% | $137,256-95.1% |
| Participation rate | 61.1% | 74.9%-13.8pp | 69.6%-8.5pp | 80.0%-18.8pp |
| Annual return | 27.16% | 21.89%+5.3pp | 20.57%+6.6pp | 220.34%-193.2pp |
| Employer contribution / active EE | $829 | $2,529-67.2% | $2,231-62.9% | $4,156-80.1% |
| Participant deferral / active EE | $1,295 | $4,436-70.8% | $3,823-66.1% | $6,407-79.8% |
| Admin fee / account holder | $2,208 | $8,085-72.7% | $6,704-67.1% | $12,270-82.0% |