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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 | $50,421 | $27,243+85.1% | $52,425-3.8% | $79,634-36.7% |
| Participation rate | 6.6% | 22.4%-15.9pp | 55.6%-49.1pp | 62.5%-55.9pp |
| Annual return | 14.32% | 63.36%-49.0pp | 302.12%-287.8pp | 36.46%-22.1pp |
| Employer contribution / active EE | $155 | $319-51.6% | $914-83.1% | $2,529-93.9% |
| Participant deferral / active EE | $168 | $636-73.6% | $1,790-90.6% | $3,835-95.6% |
| Admin fee / account holder | $885 | $2,105-57.9% | $2,495-64.5% | $1,002-11.6% |