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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 | $10,431 | $81,358-87.2% | $155,556-93.3% | $80,959-87.1% |
| Participation rate | 63.0% | 66.3%-3.3pp | 78.2%-15.3pp | 67.7%-4.7pp |
| Annual return | 10.78% | 33.39%-22.6pp | 64.84%-54.1pp | 35.67%-24.9pp |
| Employer contribution / active EE | $2,256 | $3,106-27.4% | $4,675-51.8% | $2,757-18.2% |
| Participant deferral / active EE | $3,261 | $3,455-5.6% | $5,631-42.1% | $4,300-24.2% |
| Admin fee / account holder | $919 | $7,994-88.5% | $15,885-94.2% | $6,925-86.7% |