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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 | $16,172 | $84,236-80.8% | $170,435-90.5% | $70,126-76.9% |
| Participation rate | 67.7% | 70.8%-3.1pp | 83.6%-15.9pp | 69.5%-1.8pp |
| Annual return | 13.18% | 23.06%-9.9pp | 205.94%-192.8pp | 73.15%-60.0pp |
| Employer contribution / active EE | $2,655 | $3,387-21.6% | $5,432-51.1% | $2,343+13.3% |
| Participant deferral / active EE | $1,723 | $3,086-44.2% | $4,939-65.1% | $3,332-48.3% |
| Admin fee / account holder | $589 | $5,698-89.7% | $13,881-95.8% | $4,645-87.3% |