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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 | $30,437-83.2% | $56,033-90.9% | $74,459-93.1% |
| Participation rate | 10.2% | 32.9%-22.7pp | 52.5%-42.3pp | 67.2%-57.1pp |
| Annual return | 14.31% | 24.96%-10.6pp | 1711.38%-1697.1pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $174 | $610-71.4% | $1,041-83.3% | $2,626-93.4% |
| Participant deferral / active EE | $273 | $1,176-76.8% | $1,954-86.0% | $4,350-93.7% |
| Admin fee / account holder | $380 | $2,363-83.9% | $2,827-86.6% | $1,945-80.5% |