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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 | $12,854 | $29,736-56.8% | $56,033-77.1% | $80,935-84.1% |
| Participation rate | 51.5% | 41.7%+9.8pp | 52.5%-1.0pp | 67.7%-16.1pp |
| Annual return | 15.68% | 35.28%-19.6pp | 1711.38%-1695.7pp | 35.66%-20.0pp |
| Employer contribution / active EE | $360 | $671-46.3% | $1,041-65.4% | $2,757-86.9% |
| Participant deferral / active EE | $1,612 | $1,228+31.2% | $1,954-17.5% | $4,299-62.5% |
| Admin fee / account holder | $409 | $2,434-83.2% | $2,827-85.5% | $6,924-94.1% |