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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 | $21,755 | $110,379-80.3% | $102,412-78.8% | $145,884-85.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.88% | 24.84%-14.0pp | 24.94%-14.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,382 | $4,216-67.2% | $3,870-64.3% | $4,662-70.4% |
| Participant deferral / active EE | $1,751 | $5,622-68.8% | $5,060-65.4% | $6,690-73.8% |
| Admin fee / account holder | $380 | $9,745-96.1% | $8,388-95.5% | $13,392-97.2% |