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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 | $27,893 | $124,425-77.6% | $112,040-75.1% | $137,256-79.7% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 10.38% | 24.72%-14.3pp | 24.52%-14.1pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,285 | $3,411-62.3% | $2,954-56.5% | $4,156-69.1% |
| Participant deferral / active EE | $7,829 | $5,718+36.9% | $5,098+53.6% | $6,407+22.2% |
| Admin fee / account holder | $13,133 | $15,207-13.6% | $12,098+8.6% | $12,270+7.0% |