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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 | $59,456-55.1% | $93,681-71.5% | $74,400-64.2% |
| Participation rate | 63.1% | 59.6%+3.4pp | 68.7%-5.7pp | 67.2%-4.1pp |
| Annual return | 15.32% | 82.00%-66.7pp | 133.47%-118.2pp | 1367.51%-1352.2pp |
| Employer contribution / active EE | $2,928 | $1,266+131.3% | $2,422+20.9% | $2,624+11.6% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,415-100.0% | $4,348-100.0% |
| Admin fee / account holder | $407 | $3,026-86.5% | $8,290-95.1% | $1,944-79.1% |