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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 | $12,336 | $102,609-88.0% | $98,090-87.4% | $138,895-91.1% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 12.65% | 36.44%-23.8pp | 37.05%-24.4pp | 145.39%-132.7pp |
| Employer contribution / active EE | $2,035 | $3,867-47.4% | $3,606-43.6% | $4,194-51.5% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,966 | $11,434-74.1% | $11,815-74.9% | $12,562-76.4% |