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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 | $10,867 | $110,410-90.2% | $102,437-89.4% | $145,897-92.6% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 16.00% | 24.85%-8.8pp | 24.95%-8.9pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,328 | $4,217-68.5% | $3,871-65.7% | $4,663-71.5% |
| Participant deferral / active EE | $3,926 | $5,622-30.2% | $5,060-22.4% | $6,689-41.3% |
| Admin fee / account holder | $1,077 | $9,745-89.0% | $8,388-87.2% | $13,390-92.0% |