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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 | $30,385-62.8% | $56,054-79.8% | $74,400-84.8% |
| Participation rate | 11.7% | 32.9%-21.2pp | 52.5%-40.8pp | 67.2%-55.5pp |
| Annual return | 14.02% | 24.92%-10.9pp | 1705.95%-1691.9pp | 1367.51%-1353.5pp |
| Employer contribution / active EE | $334 | $609-45.1% | $1,039-67.8% | $2,624-87.3% |
| Participant deferral / active EE | $351 | $1,174-70.1% | $1,952-82.0% | $4,348-91.9% |
| Admin fee / account holder | $342 | $2,361-85.5% | $2,822-87.9% | $1,944-82.4% |