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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 | $15,849 | $64,311-75.4% | $57,356-72.4% | $125,389-87.4% |
| Participation rate | 66.7% | 78.6%-12.0pp | 75.1%-8.4pp | 83.2%-16.5pp |
| Annual return | 0.41% | 25.14%-24.7pp | 24.41%-24.0pp | 282.24%-281.8pp |
| Employer contribution / active EE | $1,996 | $3,193-37.5% | $2,689-25.8% | $4,866-59.0% |
| Participant deferral / active EE | $3,997 | $3,846+3.9% | $3,162+26.4% | $5,352-25.3% |
| Admin fee / account holder | $851 | $5,243-83.8% | $3,357-74.7% | $9,541-91.1% |