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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 | $14,893 | $108,285-86.2% | $77,552-80.8% | $158,982-90.6% |
| Participation rate | 60.0% | 64.4%-4.4pp | 54.2%+5.8pp | 82.0%-22.0pp |
| Annual return | 13.18% | 31.69%-18.5pp | 54.82%-41.6pp | 302.99%-289.8pp |
| Employer contribution / active EE | $1,661 | $1,325+25.4% | $987+68.4% | $4,763-65.1% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,993 | $3,709-46.3% | $2,859-30.3% | $11,252-82.3% |