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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 | $9,988 | $29,716-66.4% | $56,077-82.2% | $80,925-87.7% |
| Participation rate | 29.9% | 41.7%-11.8pp | 52.5%-22.6pp | 67.7%-37.8pp |
| Annual return | 14.46% | 35.30%-20.8pp | 1709.28%-1694.8pp | 35.65%-21.2pp |
| Employer contribution / active EE | $617 | $671-8.1% | $1,040-40.7% | $2,756-77.6% |
| Participant deferral / active EE | $936 | $1,228-23.8% | $1,954-52.1% | $4,299-78.2% |
| Admin fee / account holder | $787 | $2,432-67.6% | $2,825-72.1% | $6,940-88.7% |