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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 | $8,287 | $29,319-71.7% | $52,425-84.2% | $82,448-89.9% |
| Participation rate | 51.4% | 46.9%+4.5pp | 55.6%-4.2pp | 68.1%-16.7pp |
| Annual return | 19.21% | 535.20%-516.0pp | 302.12%-282.9pp | 41.64%-22.4pp |
| Employer contribution / active EE | $470 | $586-19.9% | $914-48.6% | $2,551-81.6% |
| Participant deferral / active EE | $1,086 | $1,171-7.2% | $1,790-39.3% | $4,139-73.8% |
| Admin fee / account holder | $969 | $1,962-50.6% | $2,495-61.2% | $7,234-86.6% |