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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 | $13,548 | $29,716-54.4% | $56,077-75.8% | $80,925-83.3% |
| Participation rate | 23.8% | 41.7%-17.9pp | 52.5%-28.7pp | 67.7%-43.8pp |
| Annual return | 21.10% | 35.30%-14.2pp | 1709.28%-1688.2pp | 35.65%-14.5pp |
| Employer contribution / active EE | $517 | $671-22.9% | $1,040-50.3% | $2,756-81.2% |
| Participant deferral / active EE | $1,246 | $1,228+1.4% | $1,954-36.2% | $4,299-71.0% |
| Admin fee / account holder | $1,032 | $2,432-57.6% | $2,825-63.5% | $6,940-85.1% |