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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 | $16,690 | $52,353-68.1% | $120,225-86.1% | $82,448-79.8% |
| Participation rate | 68.9% | 58.3%+10.6pp | 69.6%-0.7pp | 68.1%+0.8pp |
| Annual return | 17.41% | 61.85%-44.4pp | 439.23%-421.8pp | 41.64%-24.2pp |
| Employer contribution / active EE | $930 | $1,510-38.4% | $3,475-73.2% | $2,551-63.5% |
| Participant deferral / active EE | $1,499 | $2,627-42.9% | $3,999-62.5% | $4,139-63.8% |
| Admin fee / account holder | $666 | $4,363-84.7% | $5,696-88.3% | $7,234-90.8% |