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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 | $11,304 | $30,437-62.9% | $56,033-79.8% | $74,459-84.8% |
| Participation rate | 11.7% | 32.9%-21.2pp | 52.5%-40.8pp | 67.2%-55.5pp |
| Annual return | 14.02% | 24.96%-10.9pp | 1711.38%-1697.4pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $334 | $610-45.2% | $1,041-67.9% | $2,626-87.3% |
| Participant deferral / active EE | $351 | $1,176-70.2% | $1,954-82.0% | $4,350-91.9% |
| Admin fee / account holder | $342 | $2,363-85.5% | $2,827-87.9% | $1,945-82.4% |