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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 | $14,440 | $60,119-76.0% | $90,430-84.0% | $79,858-81.9% |
| Participation rate | 9.7% | 65.0%-55.3pp | 72.7%-63.0pp | 69.6%-60.0pp |
| Annual return | 12.34% | 71.94%-59.6pp | 1293.73%-1281.4pp | 31.72%-19.4pp |
| Employer contribution / active EE | $1,097 | $2,068-46.9% | $3,262-66.4% | $2,471-55.6% |
| Participant deferral / active EE | $1,377 | $2,938-53.1% | $3,963-65.2% | $3,740-63.2% |
| Admin fee / account holder | $837 | $3,976-79.0% | $5,613-85.1% | $5,306-84.2% |