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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 | $11,859 | $29,716-60.1% | $56,077-78.9% | $80,925-85.3% |
| Participation rate | 60.0% | 41.7%+18.3pp | 52.5%+7.5pp | 67.7%-7.7pp |
| Annual return | 14.16% | 35.30%-21.1pp | 1709.28%-1695.1pp | 35.65%-21.5pp |
| Employer contribution / active EE | $2,005 | $671+198.8% | $1,040+92.7% | $2,756-27.3% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $652 | $2,432-73.2% | $2,825-76.9% | $6,940-90.6% |