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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 | $18,582 | $84,236-77.9% | $170,435-89.1% | $70,126-73.5% |
| Participation rate | 67.2% | 70.8%-3.6pp | 83.6%-16.4pp | 69.5%-2.3pp |
| Annual return | 14.72% | 23.06%-8.3pp | 205.94%-191.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,194 | $3,387-64.7% | $5,432-78.0% | $2,343-49.0% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $758 | $5,698-86.7% | $13,881-94.5% | $4,645-83.7% |