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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 | $18,156 | $29,670-38.8% | $56,054-67.6% | $80,911-77.6% |
| Participation rate | 64.1% | 41.7%+22.4pp | 52.5%+11.6pp | 67.6%-3.5pp |
| Annual return | 11.93% | 35.24%-23.3pp | 1705.95%-1694.0pp | 35.63%-23.7pp |
| Employer contribution / active EE | $326 | $670-51.3% | $1,039-68.6% | $2,756-88.2% |
| Participant deferral / active EE | $1,638 | $1,227+33.5% | $1,952-16.1% | $4,297-61.9% |
| Admin fee / account holder | $729 | $2,431-70.0% | $2,822-74.2% | $6,935-89.5% |