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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 | $17,372 | $51,184-66.1% | $66,439-73.9% | $86,983-80.0% |
| Participation rate | 69.4% | 68.5%+1.0pp | 74.5%-5.1pp | 69.5%-0.1pp |
| Annual return | 13.20% | 17.07%-3.9pp | 757.66%-744.5pp | 25.83%-12.6pp |
| Employer contribution / active EE | $1,128 | $2,023-44.2% | $2,637-57.2% | $2,584-56.3% |
| Participant deferral / active EE | $2,038 | $2,927-30.4% | $3,876-47.4% | $4,194-51.4% |
| Admin fee / account holder | $676 | $4,154-83.7% | $6,173-89.1% | $7,856-91.4% |