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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 | $11,968 | $27,936-57.2% | $58,561-79.6% | $75,173-84.1% |
| Participation rate | 17.5% | 38.8%-21.3pp | 50.9%-33.4pp | 67.2%-49.7pp |
| Annual return | 15.23% | 44.21%-29.0pp | 4251.33%-4236.1pp | 160.72%-145.5pp |
| Employer contribution / active EE | $354 | $670-47.1% | $1,053-66.4% | $2,671-86.7% |
| Participant deferral / active EE | $416 | $1,202-65.4% | $1,923-78.3% | $4,126-89.9% |
| Admin fee / account holder | $1,731 | $1,727+0.2% | $2,520-31.3% | $5,651-69.4% |