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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 | $13,952 | $94,439-85.2% | $73,658-81.1% | $154,746-91.0% |
| Participation rate | 60.0% | 64.7%-4.7pp | 57.0%+3.0pp | 80.7%-20.7pp |
| Annual return | 14.00% | 28.25%-14.2pp | 29.72%-15.7pp | 172.34%-158.3pp |
| Employer contribution / active EE | $610 | $1,257-51.5% | $1,032-40.9% | $4,379-86.1% |
| Participant deferral / active EE | $1,263 | $2,527-50.0% | $2,062-38.7% | $6,730-81.2% |
| Admin fee / account holder | $472 | $3,843-87.7% | $3,357-86.0% | $14,365-96.7% |