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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 | $24,568 | $64,252-61.8% | - | $139,456-82.4% |
| Participation rate | 66.7% | 66.3%+0.3pp | - | 80.3%-13.7pp |
| Annual return | 31.32% | 4.96%+26.4pp | - | 373.45%-342.1pp |
| Employer contribution / active EE | $1,515 | $6,851-77.9% | - | $4,753-68.1% |
| Participant deferral / active EE | $6,600 | $2,945+124.1% | - | $6,711-1.7% |
| Admin fee / account holder | $1,456 | $3,908-62.8% | - | $11,407-87.2% |