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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 | $16,463 | $75,962-78.3% | $154,111-89.3% | $64,173-74.3% |
| Participation rate | 61.0% | 70.4%-9.4pp | 83.0%-22.0pp | 69.6%-8.5pp |
| Annual return | 0.24% | 30.32%-30.1pp | 735.18%-734.9pp | 7.63%-7.4pp |
| Employer contribution / active EE | $700 | $3,350-79.1% | $5,298-86.8% | $2,381-70.6% |
| Participant deferral / active EE | $2,618 | $3,175-17.5% | $5,081-48.5% | $3,470-24.6% |
| Admin fee / account holder | $4,838 | $5,589-13.4% | $13,411-63.9% | $4,887-1.0% |