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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 | $56,431-70.4% | $130,788-87.2% | $87,485-80.9% |
| Participation rate | 68.9% | 58.9%+9.9pp | 70.1%-1.2pp | 68.9%0pp |
| Annual return | 17.41% | 91.27%-73.9pp | 386.44%-369.0pp | 26.06%-8.7pp |
| Employer contribution / active EE | $930 | $1,549-40.0% | $3,558-73.9% | $2,596-64.2% |
| Participant deferral / active EE | $1,499 | $2,749-45.5% | $4,137-63.8% | $4,274-64.9% |
| Admin fee / account holder | $666 | $4,433-85.0% | $6,673-90.0% | $7,775-91.4% |