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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 | $38,865 | $94,439-58.8% | $73,658-47.2% | $154,746-74.9% |
| Participation rate | 13.0% | 64.7%-51.6pp | 57.0%-44.0pp | 80.7%-67.7pp |
| Annual return | 16.00% | 28.25%-12.2pp | 29.72%-13.7pp | 172.34%-156.3pp |
| Employer contribution / active EE | $437 | $1,257-65.2% | $1,032-57.6% | $4,379-90.0% |
| Participant deferral / active EE | $1,261 | $2,527-50.1% | $2,062-38.8% | $6,730-81.3% |
| Admin fee / account holder | $552 | $3,843-85.6% | $3,357-83.6% | $14,365-96.2% |