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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 | $16,060 | $61,789-74.0% | $97,167-83.5% | $80,874-80.1% |
| Participation rate | 64.0% | 63.5%+0.5pp | 72.7%-8.7pp | 67.6%-3.6pp |
| Annual return | 22.45% | -557.90%+580.4pp | 75.27%-52.8pp | 35.62%-13.2pp |
| Employer contribution / active EE | $915 | $1,837-50.2% | $2,729-66.5% | $2,756-66.8% |
| Participant deferral / active EE | $4,785 | $3,028+58.0% | $4,264+12.2% | $4,297+11.3% |
| Admin fee / account holder | $566 | $5,168-89.1% | $5,650-90.0% | $6,935-91.8% |