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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 | $12,228 | $39,028-68.7% | $80,741-84.9% | $85,847-85.8% |
| Participation rate | 9.7% | 41.6%-31.9pp | 54.2%-44.5pp | 69.3%-59.6pp |
| Annual return | 12.78% | 26.31%-13.5pp | 87.30%-74.5pp | 318.61%-305.8pp |
| Employer contribution / active EE | $133 | $722-81.6% | $1,160-88.5% | $2,565-94.8% |
| Participant deferral / active EE | $550 | $1,326-58.5% | $2,145-74.4% | $3,952-86.1% |
| Admin fee / account holder | $1,730 | $2,429-28.8% | $3,380-48.8% | $6,261-72.4% |