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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 | $12,823 | $110,410-88.4% | $102,437-87.5% | $145,897-91.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.22% | 24.85%-15.6pp | 24.95%-15.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,549 | $4,217-63.3% | $3,871-60.0% | $4,663-66.8% |
| Participant deferral / active EE | $8,437 | $5,622+50.1% | $5,060+66.7% | $6,689+26.1% |
| Admin fee / account holder | $4,210 | $9,745-56.8% | $8,388-49.8% | $13,390-68.6% |