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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 | $15,210 | $29,736-48.8% | $56,033-72.9% | $80,935-81.2% |
| Participation rate | 21.8% | 41.7%-19.9pp | 52.5%-30.7pp | 67.7%-45.9pp |
| Annual return | 11.04% | 35.28%-24.2pp | 1711.38%-1700.3pp | 35.66%-24.6pp |
| Employer contribution / active EE | $326 | $671-51.4% | $1,041-68.7% | $2,757-88.2% |
| Participant deferral / active EE | $1,114 | $1,228-9.3% | $1,954-43.0% | $4,299-74.1% |
| Admin fee / account holder | $596 | $2,434-75.5% | $2,827-78.9% | $6,924-91.4% |