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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 | $13,721 | $27,800-50.6% | $58,561-76.6% | $71,511-80.8% |
| Participation rate | 11.0% | 34.6%-23.6pp | 50.9%-39.8pp | 67.9%-56.9pp |
| Annual return | 18.97% | 26.80%-7.8pp | 4251.33%-4232.4pp | 28.86%-9.9pp |
| Employer contribution / active EE | $134 | $632-78.8% | $1,053-87.3% | $2,589-94.8% |
| Participant deferral / active EE | $238 | $1,208-80.3% | $1,923-87.6% | $4,291-94.5% |
| Admin fee / account holder | $1,573 | $1,637-3.9% | $2,520-37.6% | $1,588-1.0% |