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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 | $18,926 | $95,895-80.3% | $79,576-76.2% | $134,509-85.9% |
| Participation rate | 68.2% | 75.0%-6.9pp | 69.5%-1.3pp | 81.2%-13.0pp |
| Annual return | 109.22% | -2.72%+111.9pp | 0.15%+109.1pp | 418.13%-308.9pp |
| Employer contribution / active EE | $601 | $3,128-80.8% | $2,413-75.1% | $4,741-87.3% |
| Participant deferral / active EE | $3,491 | $4,693-25.6% | $3,985-12.4% | $6,400-45.5% |
| Admin fee / account holder | $884 | $9,129-90.3% | $6,834-87.1% | $11,427-92.3% |