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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 | $15,869 | $27,243-41.8% | $52,425-69.7% | $79,634-80.1% |
| Participation rate | 4.9% | 22.4%-17.5pp | 55.6%-50.7pp | 62.5%-57.6pp |
| Annual return | 14.01% | 63.36%-49.3pp | 302.12%-288.1pp | 36.46%-22.4pp |
| Employer contribution / active EE | $63 | $319-80.2% | $914-93.1% | $2,529-97.5% |
| Participant deferral / active EE | $252 | $636-60.3% | $1,790-85.9% | $3,835-93.4% |
| Admin fee / account holder | $2,876 | $2,105+36.6% | $2,495+15.3% | $1,002+187.1% |