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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 | $18,120 | $29,736-39.1% | $56,033-67.7% | $80,935-77.6% |
| Participation rate | 14.6% | 41.7%-27.1pp | 52.5%-37.9pp | 67.7%-53.1pp |
| Annual return | 13.42% | 35.28%-21.9pp | 1711.38%-1698.0pp | 35.66%-22.2pp |
| Employer contribution / active EE | $382 | $671-43.1% | $1,041-63.3% | $2,757-86.1% |
| Participant deferral / active EE | $1,163 | $1,228-5.3% | $1,954-40.5% | $4,299-72.9% |
| Admin fee / account holder | $385 | $2,434-84.2% | $2,827-86.4% | $6,924-94.4% |