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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 | $10,412 | $29,319-64.5% | $52,425-80.1% | $82,448-87.4% |
| Participation rate | 20.6% | 46.9%-26.3pp | 55.6%-35.0pp | 68.1%-47.5pp |
| Annual return | 18.08% | 535.20%-517.1pp | 302.12%-284.0pp | 41.64%-23.6pp |
| Employer contribution / active EE | $237 | $586-59.6% | $914-74.1% | $2,551-90.7% |
| Participant deferral / active EE | $332 | $1,171-71.7% | $1,790-81.5% | $4,139-92.0% |
| Admin fee / account holder | $1,065 | $1,962-45.7% | $2,495-57.3% | $7,234-85.3% |