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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 | $5,579 | $29,319-81.0% | $52,425-89.4% | $82,448-93.2% |
| Participation rate | 56.7% | 46.9%+9.8pp | 55.6%+1.0pp | 68.1%-11.4pp |
| Annual return | 15.58% | 535.20%-519.6pp | 302.12%-286.5pp | 41.64%-26.1pp |
| Employer contribution / active EE | $407 | $586-30.6% | $914-55.5% | $2,551-84.0% |
| Participant deferral / active EE | $1,097 | $1,171-6.3% | $1,790-38.7% | $4,139-73.5% |
| Admin fee / account holder | $1,250 | $1,962-36.3% | $2,495-49.9% | $7,234-82.7% |