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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 | $13,062 | $109,908-88.1% | $97,161-86.6% | $145,978-91.1% |
| Participation rate | 19.0% | 75.9%-56.9pp | 72.7%-53.6pp | 80.3%-61.2pp |
| Annual return | 8.71% | 243.80%-235.1pp | 75.36%-66.6pp | 550.52%-541.8pp |
| Employer contribution / active EE | $530 | $3,077-82.8% | $2,723-80.5% | $4,662-88.6% |
| Participant deferral / active EE | $1,400 | $4,679-70.1% | $4,265-67.2% | $6,690-79.1% |
| Admin fee / account holder | $3,602 | $6,213-42.0% | $5,647-36.2% | $13,400-73.1% |