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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 | $12,114 | $34,316-64.7% | $74,722-83.8% | $72,975-83.4% |
| Participation rate | 67.6% | 42.4%+25.2pp | 54.5%+13.1pp | 69.5%-1.9pp |
| Annual return | 17.88% | 26.58%-8.7pp | 753.11%-735.2pp | 81.01%-63.1pp |
| Employer contribution / active EE | $877 | $692+26.8% | $1,084-19.1% | $2,440-64.1% |
| Participant deferral / active EE | $954 | $1,272-25.0% | $1,963-51.4% | $3,608-73.6% |
| Admin fee / account holder | $2,268 | $2,125+6.8% | $3,335-32.0% | $5,124-55.7% |