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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 | $16,076 | $60,139-73.3% | $90,461-82.2% | $79,856-79.9% |
| Participation rate | 44.4% | 65.0%-20.5pp | 72.7%-28.2pp | 69.6%-25.2pp |
| Annual return | 11.62% | 71.96%-60.3pp | 1294.76%-1283.1pp | 31.71%-20.1pp |
| Employer contribution / active EE | $528 | $2,069-74.5% | $3,264-83.8% | $2,471-78.6% |
| Participant deferral / active EE | $1,239 | $2,939-57.9% | $3,964-68.8% | $3,741-66.9% |
| Admin fee / account holder | $467 | $3,978-88.3% | $5,617-91.7% | $5,306-91.2% |