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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 | $26,977 | $107,666-74.9% | $102,184-73.6% | $154,746-82.6% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 19.25% | 29.33%-10.1pp | 31.58%-12.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $3,095 | $3,846-19.5% | $3,594-13.9% | $4,379-29.3% |
| Participant deferral / active EE | $3,129 | $8,719-64.1% | $8,309-62.3% | $6,730-53.5% |
| Admin fee / account holder | $12,015 | $12,943-7.2% | $11,609+3.5% | $14,365-16.4% |