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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 | $11,147 | $29,319-62.0% | $52,425-78.7% | $82,448-86.5% |
| Participation rate | 20.9% | 46.9%-26.0pp | 55.6%-34.7pp | 68.1%-47.2pp |
| Annual return | 26.86% | 535.20%-508.3pp | 302.12%-275.3pp | 41.64%-14.8pp |
| Employer contribution / active EE | $457 | $586-22.1% | $914-50.1% | $2,551-82.1% |
| Participant deferral / active EE | $739 | $1,171-36.9% | $1,790-58.7% | $4,139-82.1% |
| Admin fee / account holder | $342 | $1,962-82.6% | $2,495-86.3% | $7,234-95.3% |