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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 | $14,941 | $30,437-50.9% | $56,033-73.3% | $74,459-79.9% |
| Participation rate | 12.3% | 32.9%-20.5pp | 52.5%-40.1pp | 67.2%-54.9pp |
| Annual return | 11.48% | 24.96%-13.5pp | 1711.38%-1699.9pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $222 | $610-63.6% | $1,041-78.7% | $2,626-91.6% |
| Participant deferral / active EE | $395 | $1,176-66.4% | $1,954-79.8% | $4,350-90.9% |
| Admin fee / account holder | $1,231 | $2,363-47.9% | $2,827-56.5% | $1,945-36.7% |