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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 | $9,499 | $81,358-88.3% | $155,556-93.9% | $80,959-88.3% |
| Participation rate | 60.0% | 66.3%-6.3pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 28.29% | 33.39%-5.1pp | 64.84%-36.5pp | 35.67%-7.4pp |
| Employer contribution / active EE | $1,307 | $3,106-57.9% | $4,675-72.0% | $2,757-52.6% |
| Participant deferral / active EE | $2,503 | $3,455-27.6% | $5,631-55.5% | $4,300-41.8% |
| Admin fee / account holder | $689 | $7,994-91.4% | $15,885-95.7% | $6,925-90.0% |