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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 | $24,643 | $31,352-21.4% | - | $85,856-71.3% |
| Participation rate | 48.1% | 45.3%+2.9pp | - | 69.3%-21.2pp |
| Annual return | 15.21% | 13.84%+1.4pp | - | 318.58%-303.4pp |
| Employer contribution / active EE | $581 | $1,148-49.4% | - | $2,565-77.3% |
| Participant deferral / active EE | $1,911 | $1,188+60.8% | - | $3,952-51.6% |
| Admin fee / account holder | $777 | $2,529-69.3% | - | $6,261-87.6% |