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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 | $18,897 | $29,733-36.4% | $56,025-66.3% | $80,959-76.7% |
| Participation rate | 17.8% | 41.7%-23.9pp | 52.5%-34.7pp | 67.7%-49.9pp |
| Annual return | 11.47% | 35.28%-23.8pp | 1712.69%-1701.2pp | 35.67%-24.2pp |
| Employer contribution / active EE | $389 | $672-42.1% | $1,042-62.7% | $2,757-85.9% |
| Participant deferral / active EE | $1,019 | $1,229-17.1% | $1,955-47.9% | $4,300-76.3% |
| Admin fee / account holder | $359 | $2,434-85.2% | $2,828-87.3% | $6,925-94.8% |