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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 | $16,268 | $108,212-85.0% | $77,513-79.0% | $158,966-89.8% |
| Participation rate | 27.3% | 64.4%-37.2pp | 54.2%-26.9pp | 82.0%-54.7pp |
| Annual return | 11.02% | 31.67%-20.7pp | 54.81%-43.8pp | 302.95%-291.9pp |
| Employer contribution / active EE | $473 | $1,325-64.3% | $987-52.1% | $4,762-90.1% |
| Participant deferral / active EE | $605 | $2,455-75.3% | $1,861-67.5% | $5,983-89.9% |
| Admin fee / account holder | $904 | $3,709-75.6% | $2,859-68.4% | $11,250-92.0% |