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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 | $15,230 | $85,169-82.1% | $172,755-91.2% | $72,983-79.1% |
| Participation rate | 31.5% | 70.1%-38.5pp | 82.6%-51.1pp | 69.5%-38.0pp |
| Annual return | 23.21% | 27.32%-4.1pp | 802.94%-779.7pp | 81.01%-57.8pp |
| Employer contribution / active EE | $636 | $3,324-80.9% | $5,144-87.6% | $2,440-73.9% |
| Participant deferral / active EE | $1,043 | $3,260-68.0% | $5,198-79.9% | $3,608-71.1% |
| Admin fee / account holder | $2,146 | $5,880-63.5% | $13,955-84.6% | $5,124-58.1% |