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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 | $48,327-66.6% | $67,575-76.1% | $80,935-80.0% |
| Participation rate | 48.0% | 66.4%-18.4pp | 72.9%-24.9pp | 67.7%-19.7pp |
| Annual return | 11.99% | 18.31%-6.3pp | 3528.98%-3517.0pp | 35.66%-23.7pp |
| Employer contribution / active EE | $704 | $2,022-65.2% | $2,736-74.3% | $2,757-74.5% |
| Participant deferral / active EE | $850 | $2,927-71.0% | $4,003-78.8% | $4,299-80.2% |
| Admin fee / account holder | $2,530 | $3,692-31.5% | $3,993-36.6% | $6,924-63.5% |