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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 | $23,559 | $56,134-58.0% | $96,192-75.5% | $85,851-72.6% |
| Participation rate | 68.3% | 56.7%+11.6pp | 68.4%-0.1pp | 69.3%-1.0pp |
| Annual return | 12.69% | 42.30%-29.6pp | 192.09%-179.4pp | 318.63%-305.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,827 | $2,858-36.1% | $4,351-58.0% | $3,952-53.8% |
| Admin fee / account holder | $840 | $3,769-77.7% | $5,539-84.8% | $6,261-86.6% |