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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 | $27,876-42.3% | $83,854-80.8% | $65,191-75.3% |
| Participation rate | 11.6% | 23.2%-11.6pp | 59.1%-47.5pp | 63.0%-51.4pp |
| Annual return | 15.98% | 305.90%-289.9pp | 31.39%-15.4pp | 51.24%-35.3pp |
| Employer contribution / active EE | $174 | $472-63.1% | $1,017-82.9% | $2,400-92.7% |
| Participant deferral / active EE | $314 | $580-45.9% | $2,035-84.6% | $2,671-88.2% |
| Admin fee / account holder | $2,307 | $1,497+54.1% | $3,197-27.8% | $907+154.4% |