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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 | $27,243-40.9% | $52,425-69.3% | $79,634-79.8% |
| Participation rate | 11.6% | 22.4%-10.8pp | 55.6%-44.0pp | 62.5%-50.9pp |
| Annual return | 15.98% | 63.36%-47.4pp | 302.12%-286.1pp | 36.46%-20.5pp |
| Employer contribution / active EE | $174 | $319-45.3% | $914-80.9% | $2,529-93.1% |
| Participant deferral / active EE | $314 | $636-50.6% | $1,790-82.5% | $3,835-91.8% |
| Admin fee / account holder | $2,307 | $2,105+9.6% | $2,495-7.5% | $1,002+130.3% |