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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 | $17,811 | $110,337-83.9% | $102,383-82.6% | $145,877-87.8% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.6pp |
| Annual return | 13.95% | 24.83%-10.9pp | 24.94%-11.0pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,560 | $4,216-63.0% | $3,870-59.7% | $4,663-66.5% |
| Participant deferral / active EE | $2,175 | $5,621-61.3% | $5,060-57.0% | $6,691-67.5% |
| Admin fee / account holder | $480 | $9,750-95.1% | $8,391-94.3% | $13,402-96.4% |