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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 | $15,148 | $85,171-82.2% | $172,752-91.2% | $72,975-79.2% |
| Participation rate | 25.8% | 70.1%-44.3pp | 82.6%-56.9pp | 69.5%-43.7pp |
| Annual return | 17.37% | 27.32%-10.0pp | 802.97%-785.6pp | 81.01%-63.6pp |
| Employer contribution / active EE | $761 | $3,324-77.1% | $5,144-85.2% | $2,440-68.8% |
| Participant deferral / active EE | $918 | $3,260-71.8% | $5,198-82.3% | $3,608-74.6% |
| Admin fee / account holder | $1,126 | $5,880-80.9% | $13,955-91.9% | $5,124-78.0% |