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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 | $17,343 | $84,697-79.5% | $73,845-76.5% | $125,393-86.2% |
| Participation rate | 58.3% | 76.8%-18.4pp | 73.4%-15.1pp | 83.2%-24.9pp |
| Annual return | 0.28% | 3123.66%-3123.4pp | 2267.91%-2267.6pp | 282.23%-282.0pp |
| Employer contribution / active EE | $935 | $3,123-70.1% | $2,788-66.5% | $4,866-80.8% |
| Participant deferral / active EE | $2,114 | $3,993-47.1% | $3,583-41.0% | $5,351-60.5% |
| Admin fee / account holder | $1,564 | $5,692-72.5% | $4,881-68.0% | $9,541-83.6% |