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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 | $9,177 | $29,716-69.1% | $56,077-83.6% | $80,925-88.7% |
| Participation rate | 30.8% | 41.7%-10.9pp | 52.5%-21.7pp | 67.7%-36.9pp |
| Annual return | 16.06% | 35.30%-19.2pp | 1709.28%-1693.2pp | 35.65%-19.6pp |
| Employer contribution / active EE | $319 | $671-52.4% | $1,040-69.3% | $2,756-88.4% |
| Participant deferral / active EE | $1,063 | $1,228-13.5% | $1,954-45.6% | $4,299-75.3% |
| Admin fee / account holder | $728 | $2,432-70.1% | $2,825-74.2% | $6,940-89.5% |