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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 | $16,064 | $75,832-78.8% | $147,618-89.1% | $59,633-73.1% |
| Participation rate | 63.5% | 71.6%-8.1pp | 84.6%-21.2pp | 68.7%-5.2pp |
| Annual return | 9.35% | 0.37%+9.0pp | 61.98%-52.6pp | 2041.40%-2032.1pp |
| Employer contribution / active EE | $455 | $3,485-86.9% | $5,565-91.8% | $2,203-79.3% |
| Participant deferral / active EE | $981 | $3,131-68.7% | $4,895-80.0% | $3,192-69.3% |
| Admin fee / account holder | $1,216 | $5,986-79.7% | $11,612-89.5% | $4,297-71.7% |