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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 | $12,164 | $77,908-84.4% | $149,696-91.9% | $75,173-83.8% |
| Participation rate | 68.9% | 65.6%+3.3pp | 78.8%-9.9pp | 67.2%+1.7pp |
| Annual return | 18.92% | 31.73%-12.8pp | 134.46%-115.5pp | 160.72%-141.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,358 | $3,411-30.9% | $5,682-58.5% | $4,126-42.9% |
| Admin fee / account holder | $1,022 | $5,950-82.8% | $13,212-92.3% | $5,651-81.9% |