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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 | $61,755-74.0% | $97,161-83.5% | $80,911-80.2% |
| Participation rate | 64.0% | 63.5%+0.5pp | 72.7%-8.7pp | 67.6%-3.6pp |
| Annual return | 22.45% | -557.90%+580.4pp | 75.36%-52.9pp | 35.63%-13.2pp |
| Employer contribution / active EE | $915 | $1,835-50.2% | $2,723-66.4% | $2,756-66.8% |
| Participant deferral / active EE | $4,785 | $3,026+58.1% | $4,265+12.2% | $4,297+11.3% |
| Admin fee / account holder | $566 | $5,166-89.0% | $5,647-90.0% | $6,935-91.8% |