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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 | $13,813 | $100,139-86.2% | $85,187-83.8% | $145,884-90.5% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 8.16% | 84.15%-76.0pp | 66.67%-58.5pp | 551.85%-543.7pp |
| Employer contribution / active EE | $1,766 | $3,238-45.4% | $2,732-35.4% | $4,662-62.1% |
| Participant deferral / active EE | $3,051 | $5,296-42.4% | $4,525-32.6% | $6,690-54.4% |
| Admin fee / account holder | $10,302 | $7,262+41.9% | $6,162+67.2% | $13,392-23.1% |