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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 | $16,335 | $47,479-65.6% | $62,929-74.0% | $82,448-80.2% |
| Participation rate | 56.3% | 66.9%-10.6pp | 73.1%-16.9pp | 68.1%-11.8pp |
| Annual return | 11.62% | 20.34%-8.7pp | 1063.93%-1052.3pp | 41.64%-30.0pp |
| Employer contribution / active EE | $974 | $1,885-48.4% | $2,505-61.1% | $2,551-61.8% |
| Participant deferral / active EE | $1,979 | $2,870-31.0% | $3,888-49.1% | $4,139-52.2% |
| Admin fee / account holder | $308 | $3,804-91.9% | $5,065-93.9% | $7,234-95.7% |