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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 | $10,607 | $27,936-62.0% | $58,561-81.9% | $75,173-85.9% |
| Participation rate | 21.3% | 38.8%-17.6pp | 50.9%-29.6pp | 67.2%-45.9pp |
| Annual return | 22.53% | 44.21%-21.7pp | 4251.33%-4228.8pp | 160.72%-138.2pp |
| Employer contribution / active EE | $441 | $670-34.1% | $1,053-58.1% | $2,671-83.5% |
| Participant deferral / active EE | $548 | $1,202-54.4% | $1,923-71.5% | $4,126-86.7% |
| Admin fee / account holder | $440 | $1,727-74.5% | $2,520-82.5% | $5,651-92.2% |