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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 | $19,143 | $110,629-82.7% | $80,784-76.3% | $167,553-88.6% |
| Participation rate | 47.8% | 64.0%-16.1pp | 54.2%-6.3pp | 82.1%-34.3pp |
| Annual return | 15.65% | 120.58%-104.9pp | 87.31%-71.7pp | 478.89%-463.2pp |
| Employer contribution / active EE | $155 | $1,543-90.0% | $1,160-86.7% | $4,840-96.8% |
| Participant deferral / active EE | $1,546 | $2,871-46.2% | $2,145-28.0% | $6,343-75.6% |
| Admin fee / account holder | $6,557 | $4,547+44.2% | $3,380+94.0% | $12,316-46.8% |