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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 | $111,814-89.4% | $103,378-88.5% | $145,978-91.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 16.25% | 24.80%-8.6pp | 24.91%-8.7pp | 550.52%-534.3pp |
| Employer contribution / active EE | $1,940 | $4,215-54.0% | $3,870-49.9% | $4,662-58.4% |
| Participant deferral / active EE | $2,629 | $5,618-53.2% | $5,058-48.0% | $6,690-60.7% |
| Admin fee / account holder | $2,051 | $9,764-79.0% | $8,401-75.6% | $13,400-84.7% |