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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 | $16,755 | $49,976-66.5% | $66,674-74.9% | $82,637-79.7% |
| Participation rate | 63.9% | 63.1%+0.8pp | 73.7%-9.8pp | 68.1%-4.2pp |
| Annual return | 18.78% | 39.09%-20.3pp | 321.24%-302.5pp | 53.51%-34.7pp |
| Employer contribution / active EE | $1,259 | $1,988-36.7% | $2,620-51.9% | $2,552-50.7% |
| Participant deferral / active EE | $2,473 | $2,847-13.1% | $4,084-39.4% | $4,126-40.1% |
| Admin fee / account holder | $405 | $4,594-91.2% | $5,098-92.1% | $7,339-94.5% |