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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 | $17,755 | $53,128-66.6% | $86,582-79.5% | $70,126-74.7% |
| Participation rate | 56.9% | 65.3%-8.4pp | 73.5%-16.7pp | 69.5%-12.7pp |
| Annual return | 17.43% | 27.66%-10.2pp | 965.08%-947.6pp | 73.15%-55.7pp |
| Employer contribution / active EE | $8,136 | $2,068+293.4% | $2,839+186.5% | $2,343+247.3% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $674 | $3,584-81.2% | $4,904-86.3% | $4,645-85.5% |