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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 | $7,168 | $67,823-89.4% | $52,425-86.3% | $137,256-94.8% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 16.17% | 219.11%-202.9pp | 302.12%-286.0pp | 220.34%-204.2pp |
| Employer contribution / active EE | $172 | $1,163-85.2% | $914-81.2% | $4,156-95.9% |
| Participant deferral / active EE | $227 | $2,288-90.1% | $1,790-87.3% | $6,407-96.5% |
| Admin fee / account holder | $2,586 | $2,844-9.1% | $2,495+3.6% | $12,270-78.9% |