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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 | $7,504 | $85,060-91.2% | $70,565-89.4% | $139,487-94.6% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.4%-8.4pp | 80.3%-20.3pp |
| Annual return | 26.12% | 30.39%-4.3pp | 32.79%-6.7pp | 373.84%-347.7pp |
| Employer contribution / active EE | $1,396 | $3,912-64.3% | $2,976-53.1% | $4,755-70.6% |
| Participant deferral / active EE | $2,687 | $5,891-54.4% | $4,568-41.2% | $6,713-60.0% |
| Admin fee / account holder | $1,506 | $8,932-83.1% | $6,430-76.6% | $11,407-86.8% |