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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 | $13,322 | $29,736-55.2% | $56,033-76.2% | $80,935-83.5% |
| Participation rate | 23.7% | 41.7%-18.0pp | 52.5%-28.8pp | 67.7%-44.0pp |
| Annual return | 20.00% | 35.28%-15.3pp | 1711.38%-1691.4pp | 35.66%-15.7pp |
| Employer contribution / active EE | $96 | $671-85.7% | $1,041-90.8% | $2,757-96.5% |
| Participant deferral / active EE | $322 | $1,228-73.7% | $1,954-83.5% | $4,299-92.5% |
| Admin fee / account holder | $3,767 | $2,434+54.8% | $2,827+33.2% | $6,924-45.6% |