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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 | $53,063-68.5% | $124,206-86.6% | $82,637-79.8% |
| Participation rate | 68.9% | 58.4%+10.5pp | 69.6%-0.7pp | 68.1%+0.8pp |
| Annual return | 17.41% | 68.87%-51.5pp | 515.27%-497.9pp | 53.51%-36.1pp |
| Employer contribution / active EE | $930 | $1,530-39.2% | $3,540-73.7% | $2,552-63.6% |
| Participant deferral / active EE | $1,499 | $2,644-43.3% | $3,968-62.2% | $4,126-63.7% |
| Admin fee / account holder | $666 | $4,281-84.4% | $5,929-88.8% | $7,339-90.9% |