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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 | $16,417 | $57,352-71.4% | $83,831-80.4% | $64,173-74.4% |
| Participation rate | 69.7% | 68.6%+1.1pp | 76.1%-6.4pp | 69.6%+0.1pp |
| Annual return | 24.62% | 11.38%+13.2pp | 850.99%-826.4pp | 7.63%+17.0pp |
| Employer contribution / active EE | $1,494 | $2,546-41.3% | $3,631-58.9% | $2,381-37.3% |
| Participant deferral / active EE | $2,532 | $2,993-15.4% | $4,082-38.0% | $3,470-27.0% |
| Admin fee / account holder | $599 | $4,046-85.2% | $5,479-89.1% | $4,887-87.7% |