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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 | $13,953 | $34,316-59.3% | $74,719-81.3% | $72,983-80.9% |
| Participation rate | 11.3% | 42.4%-31.1pp | 54.5%-43.1pp | 69.5%-58.2pp |
| Annual return | 25.97% | 26.58%-0.6pp | 753.05%-727.1pp | 81.01%-55.0pp |
| Employer contribution / active EE | $245 | $692-64.6% | $1,084-77.4% | $2,440-90.0% |
| Participant deferral / active EE | $389 | $1,272-69.4% | $1,963-80.2% | $3,608-89.2% |
| Admin fee / account holder | $1,635 | $2,125-23.0% | $3,334-51.0% | $5,124-68.1% |