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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 | $14,771 | $48,314-69.4% | $67,561-78.1% | $80,925-81.7% |
| Participation rate | 25.6% | 66.4%-40.8pp | 72.9%-47.3pp | 67.7%-42.1pp |
| Annual return | 15.15% | 18.28%-3.1pp | 3525.44%-3510.3pp | 35.65%-20.5pp |
| Employer contribution / active EE | $538 | $2,022-73.4% | $2,735-80.3% | $2,756-80.5% |
| Participant deferral / active EE | $1,281 | $2,927-56.2% | $4,003-68.0% | $4,299-70.2% |
| Admin fee / account holder | $519 | $3,690-85.9% | $4,006-87.0% | $6,940-92.5% |