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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 | $16,095 | $28,167-42.9% | $73,658-78.1% | $64,728-75.1% |
| Participation rate | 11.6% | 21.1%-9.4pp | 57.0%-45.4pp | 57.9%-46.3pp |
| Annual return | 15.98% | 139.75%-123.8pp | 29.72%-13.7pp | 49.38%-33.4pp |
| Employer contribution / active EE | $174 | $373-53.2% | $1,032-83.1% | $2,243-92.2% |
| Participant deferral / active EE | $314 | $597-47.4% | $2,062-84.8% | $2,729-88.5% |
| Admin fee / account holder | $2,307 | $1,791+28.8% | $3,357-31.3% | $1,145+101.5% |