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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 | $13,466 | $34,316-60.8% | $74,722-82.0% | $72,975-81.5% |
| Participation rate | 37.7% | 42.4%-4.7pp | 54.5%-16.7pp | 69.5%-31.8pp |
| Annual return | 122.59% | 26.58%+96.0pp | 753.11%-630.5pp | 81.01%+41.6pp |
| Employer contribution / active EE | $1,044 | $692+51.0% | $1,084-3.7% | $2,440-57.2% |
| Participant deferral / active EE | $1,384 | $1,272+8.9% | $1,963-29.5% | $3,608-61.6% |
| Admin fee / account holder | $774 | $2,125-63.6% | $3,335-76.8% | $5,124-84.9% |