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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 | $17,312 | $29,546-41.4% | $56,441-69.3% | $77,671-77.7% |
| Participation rate | 10.4% | 32.7%-22.2pp | 52.5%-42.1pp | 70.6%-60.1pp |
| Annual return | 17.42% | 19.01%-1.6pp | 1704.21%-1686.8pp | 31.21%-13.8pp |
| Employer contribution / active EE | $315 | $568-44.5% | $1,039-69.6% | $2,726-88.4% |
| Participant deferral / active EE | $596 | $1,061-43.8% | $1,953-69.5% | $4,648-87.2% |
| Admin fee / account holder | $5,860 | $1,046+460.1% | $2,829+107.1% | $430+1261.5% |