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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 | $9,421 | $101,618-90.7% | $93,063-89.9% | $137,256-93.1% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 13.97% | 223.95%-210.0pp | 34.15%-20.2pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,727 | $2,707-36.2% | $2,476-30.3% | $4,156-58.4% |
| Participant deferral / active EE | $2,345 | $4,279-45.2% | $3,958-40.7% | $6,407-63.4% |
| Admin fee / account holder | $10,221 | $6,198+64.9% | $6,033+69.4% | $12,270-16.7% |