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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 | $32,609 | $60,813-46.4% | - | $134,532-75.8% |
| Participation rate | 55.6% | 67.1%-11.6pp | - | 81.2%-25.7pp |
| Annual return | 101.01% | -10.69%+111.7pp | - | 418.27%-317.3pp |
| Employer contribution / active EE | $1,119 | $2,735-59.1% | - | $4,741-76.4% |
| Participant deferral / active EE | $3,302 | $4,132-20.1% | - | $6,401-48.4% |
| Admin fee / account holder | $559 | $4,065-86.2% | - | $11,429-95.1% |