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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 | $100,073-86.2% | $85,126-83.8% | $145,877-90.5% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 8.16% | 84.11%-75.9pp | 66.63%-58.5pp | 551.28%-543.1pp |
| Employer contribution / active EE | $1,766 | $3,236-45.4% | $2,731-35.3% | $4,663-62.1% |
| Participant deferral / active EE | $3,051 | $5,294-42.4% | $4,523-32.6% | $6,691-54.4% |
| Admin fee / account holder | $10,302 | $7,261+41.9% | $6,160+67.2% | $13,402-23.1% |