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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 | $9,805 | $29,733-67.0% | $56,025-82.5% | $80,959-87.9% |
| Participation rate | 25.0% | 41.7%-16.7pp | 52.5%-27.5pp | 67.7%-42.7pp |
| Annual return | 17.67% | 35.28%-17.6pp | 1712.69%-1695.0pp | 35.67%-18.0pp |
| Employer contribution / active EE | $919 | $672+36.8% | $1,042-11.8% | $2,757-66.7% |
| Participant deferral / active EE | $1,543 | $1,229+25.5% | $1,955-21.1% | $4,300-64.1% |
| Admin fee / account holder | $1,016 | $2,434-58.2% | $2,828-64.1% | $6,925-85.3% |