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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 | $14,440 | $145,877-90.1% | $63,995-77.4% | $145,877-90.1% |
| Participation rate | 60.0% | 80.3%-20.3pp | 68.5%-8.5pp | 80.3%-20.3pp |
| Annual return | 16.03% | 551.28%-535.3pp | 14.87%+1.2pp | 551.28%-535.3pp |
| Employer contribution / active EE | $854 | $4,663-81.7% | $2,764-69.1% | $4,663-81.7% |
| Participant deferral / active EE | $2,234 | $6,691-66.6% | $5,480-59.2% | $6,691-66.6% |
| Admin fee / account holder | $1,519 | $13,402-88.7% | $3,949-61.5% | $13,402-88.7% |