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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 | $15,881 | $75,832-79.1% | $147,617-89.2% | $59,633-73.4% |
| Participation rate | 56.4% | 71.6%-15.2pp | 84.6%-28.2pp | 68.7%-12.3pp |
| Annual return | 32.48% | 0.37%+32.1pp | 61.98%-29.5pp | 2041.45%-2009.0pp |
| Employer contribution / active EE | $755 | $3,485-78.3% | $5,564-86.4% | $2,203-65.7% |
| Participant deferral / active EE | $1,768 | $3,131-43.5% | $4,895-63.9% | $3,192-44.6% |
| Admin fee / account holder | $1,375 | $5,986-77.0% | $11,612-88.2% | $4,297-68.0% |