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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 | $18,238 | $75,962-76.0% | $154,108-88.2% | $64,173-71.6% |
| Participation rate | 68.0% | 70.4%-2.4pp | 83.0%-15.0pp | 69.6%-1.6pp |
| Annual return | 8.52% | 30.32%-21.8pp | 735.21%-726.7pp | 7.63%+0.9pp |
| Employer contribution / active EE | $1,474 | $3,350-56.0% | $5,298-72.2% | $2,381-38.1% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,102 | $5,589-80.3% | $13,411-91.8% | $4,887-77.5% |