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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 | $14,112 | $48,053-70.6% | $84,623-83.3% | $72,983-80.7% |
| Participation rate | 60.9% | 57.6%+3.4pp | 68.2%-7.3pp | 69.5%-8.5pp |
| Annual return | 113.67% | 37.39%+76.3pp | 258.77%-145.1pp | 81.01%+32.7pp |
| Employer contribution / active EE | $1,010 | $1,602-37.0% | $2,652-61.9% | $2,440-58.6% |
| Participant deferral / active EE | $1,340 | $2,681-50.0% | $3,899-65.6% | $3,608-62.9% |
| Admin fee / account holder | $375 | $3,395-88.9% | $4,913-92.4% | $5,124-92.7% |