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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 | $26,672 | $59,448-55.1% | $93,696-71.5% | $74,459-64.2% |
| Participation rate | 63.1% | 59.6%+3.4pp | 68.7%-5.7pp | 67.2%-4.2pp |
| Annual return | 15.32% | 82.11%-66.8pp | 133.74%-118.4pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $2,928 | $1,266+131.2% | $2,422+20.9% | $2,626+11.5% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $407 | $3,027-86.6% | $8,287-95.1% | $1,945-79.1% |