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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 | $17,719 | $29,716-40.4% | $56,077-68.4% | $80,925-78.1% |
| Participation rate | 16.7% | 41.7%-25.0pp | 52.5%-35.8pp | 67.7%-51.0pp |
| Annual return | 17.31% | 35.30%-18.0pp | 1709.28%-1692.0pp | 35.65%-18.3pp |
| Employer contribution / active EE | $324 | $671-51.8% | $1,040-68.9% | $2,756-88.3% |
| Participant deferral / active EE | $651 | $1,228-47.0% | $1,954-66.7% | $4,299-84.8% |
| Admin fee / account holder | $1,084 | $2,432-55.4% | $2,825-61.6% | $6,940-84.4% |