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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 | $13,128 | $34,316-61.7% | $74,722-82.4% | $72,975-82.0% |
| Participation rate | 35.7% | 42.4%-6.7pp | 54.5%-18.7pp | 69.5%-33.8pp |
| Annual return | 18.77% | 26.58%-7.8pp | 753.11%-734.3pp | 81.01%-62.2pp |
| Employer contribution / active EE | $478 | $692-30.9% | $1,084-55.9% | $2,440-80.4% |
| Participant deferral / active EE | $1,187 | $1,272-6.7% | $1,963-39.6% | $3,608-67.1% |
| Admin fee / account holder | $8,747 | $2,125+311.7% | $3,335+162.3% | $5,124+70.7% |