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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 | $111,814-84.1% | $103,378-82.8% | $145,978-87.8% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.5pp |
| Annual return | 13.95% | 24.80%-10.9pp | 24.91%-11.0pp | 550.52%-536.6pp |
| Employer contribution / active EE | $1,560 | $4,215-63.0% | $3,870-59.7% | $4,662-66.5% |
| Participant deferral / active EE | $2,175 | $5,618-61.3% | $5,058-57.0% | $6,690-67.5% |
| Admin fee / account holder | $480 | $9,764-95.1% | $8,401-94.3% | $13,400-96.4% |