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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 | $12,996 | $47,479-72.6% | $62,929-79.3% | $82,448-84.2% |
| Participation rate | 66.7% | 66.9%-0.2pp | 73.1%-6.4pp | 68.1%-1.4pp |
| Annual return | 15.98% | 20.34%-4.4pp | 1063.93%-1047.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $813 | $1,885-56.9% | $2,505-67.5% | $2,551-68.1% |
| Participant deferral / active EE | $1,512 | $2,870-47.3% | $3,888-61.1% | $4,139-63.5% |
| Admin fee / account holder | $1,449 | $3,804-61.9% | $5,065-71.4% | $7,234-80.0% |