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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 | $9,425 | $27,800-66.1% | $58,507-83.9% | $71,529-86.8% |
| Participation rate | 17.1% | 34.6%-17.5pp | 50.9%-33.7pp | 67.9%-50.8pp |
| Annual return | 20.36% | 26.80%-6.4pp | 4252.32%-4232.0pp | 28.97%-8.6pp |
| Employer contribution / active EE | $287 | $632-54.5% | $1,053-72.7% | $2,590-88.9% |
| Participant deferral / active EE | $503 | $1,208-58.4% | $1,922-73.8% | $4,291-88.3% |
| Admin fee / account holder | $1,132 | $1,637-30.9% | $2,486-54.5% | $1,588-28.7% |