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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 | $61,815-74.0% | $97,295-83.5% | $80,959-80.2% |
| Participation rate | 64.0% | 63.5%+0.5pp | 72.7%-8.7pp | 67.7%-3.7pp |
| Annual return | 22.45% | -558.73%+581.2pp | 75.62%-53.2pp | 35.67%-13.2pp |
| Employer contribution / active EE | $915 | $1,836-50.2% | $2,723-66.4% | $2,757-66.8% |
| Participant deferral / active EE | $4,785 | $3,027+58.1% | $4,264+12.2% | $4,300+11.3% |
| Admin fee / account holder | $566 | $5,166-89.0% | $5,646-90.0% | $6,925-91.8% |