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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 | $11,866 | $110,337-89.2% | $102,383-88.4% | $145,877-91.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 16.25% | 24.83%-8.6pp | 24.94%-8.7pp | 551.28%-535.0pp |
| Employer contribution / active EE | $1,940 | $4,216-54.0% | $3,870-49.9% | $4,663-58.4% |
| Participant deferral / active EE | $2,629 | $5,621-53.2% | $5,060-48.0% | $6,691-60.7% |
| Admin fee / account holder | $2,051 | $9,750-79.0% | $8,391-75.6% | $13,402-84.7% |