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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 | $16,158 | $48,277-66.5% | $67,511-76.1% | $80,874-80.0% |
| Participation rate | 48.0% | 66.4%-18.4pp | 72.9%-24.9pp | 67.6%-19.6pp |
| Annual return | 11.99% | 18.27%-6.3pp | 3517.41%-3505.4pp | 35.62%-23.6pp |
| Employer contribution / active EE | $704 | $2,021-65.2% | $2,733-74.2% | $2,756-74.5% |
| Participant deferral / active EE | $850 | $2,926-70.9% | $4,000-78.8% | $4,297-80.2% |
| Admin fee / account holder | $2,530 | $3,687-31.4% | $3,999-36.7% | $6,935-63.5% |