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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 | $10,139 | $47,479-78.6% | $62,929-83.9% | $82,448-87.7% |
| Participation rate | 23.4% | 66.9%-43.5pp | 73.1%-49.7pp | 68.1%-44.7pp |
| Annual return | 21.67% | 20.34%+1.3pp | 1063.93%-1042.3pp | 41.64%-20.0pp |
| Employer contribution / active EE | $473 | $1,885-74.9% | $2,505-81.1% | $2,551-81.5% |
| Participant deferral / active EE | $887 | $2,870-69.1% | $3,888-77.2% | $4,139-78.6% |
| Admin fee / account holder | $741 | $3,804-80.5% | $5,065-85.4% | $7,234-89.8% |