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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 | $48,277-69.4% | $67,511-78.1% | $80,874-81.7% |
| Participation rate | 25.6% | 66.4%-40.8pp | 72.9%-47.3pp | 67.6%-42.1pp |
| Annual return | 15.15% | 18.27%-3.1pp | 3517.41%-3502.3pp | 35.62%-20.5pp |
| Employer contribution / active EE | $538 | $2,021-73.4% | $2,733-80.3% | $2,756-80.5% |
| Participant deferral / active EE | $1,281 | $2,926-56.2% | $4,000-68.0% | $4,297-70.2% |
| Admin fee / account holder | $519 | $3,687-85.9% | $3,999-87.0% | $6,935-92.5% |