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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 | $5,106 | $30,385-83.2% | $56,054-90.9% | $74,400-93.1% |
| Participation rate | 10.2% | 32.9%-22.7pp | 52.5%-42.3pp | 67.2%-57.0pp |
| Annual return | 14.31% | 24.92%-10.6pp | 1705.95%-1691.6pp | 1367.51%-1353.2pp |
| Employer contribution / active EE | $174 | $609-71.4% | $1,039-83.2% | $2,624-93.4% |
| Participant deferral / active EE | $273 | $1,174-76.7% | $1,952-86.0% | $4,348-93.7% |
| Admin fee / account holder | $380 | $2,361-83.9% | $2,822-86.6% | $1,944-80.5% |