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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 | $12,915 | $29,736-56.6% | $56,033-77.0% | $80,935-84.0% |
| Participation rate | 3.8% | 41.7%-37.9pp | 52.5%-48.7pp | 67.7%-63.9pp |
| Annual return | 10.92% | 35.28%-24.4pp | 1711.38%-1700.5pp | 35.66%-24.7pp |
| Employer contribution / active EE | $418 | $671-37.7% | $1,041-59.8% | $2,757-84.8% |
| Participant deferral / active EE | $550 | $1,228-55.2% | $1,954-71.9% | $4,299-87.2% |
| Admin fee / account holder | $1,312 | $2,434-46.1% | $2,827-53.6% | $6,924-81.1% |