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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 | $12,479 | $57,312-78.2% | $86,617-85.6% | $75,181-83.4% |
| Participation rate | 69.4% | 63.2%+6.2pp | 71.7%-2.3pp | 67.2%+2.2pp |
| Annual return | 18.45% | 2672.78%-2654.3pp | 591.91%-573.5pp | 160.69%-142.2pp |
| Employer contribution / active EE | $1,399 | $2,315-39.6% | $3,023-53.7% | $2,671-47.6% |
| Participant deferral / active EE | $2,930 | $3,319-11.7% | $4,437-34.0% | $4,126-29.0% |
| Admin fee / account holder | $558 | $4,114-86.4% | $5,613-90.1% | $5,650-90.1% |