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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 | $19,287 | $63,346-69.6% | $92,240-79.1% | $70,126-72.5% |
| Participation rate | 48.8% | 68.7%-19.9pp | 76.5%-27.7pp | 69.5%-20.8pp |
| Annual return | 17.33% | 530.19%-512.9pp | 176.29%-159.0pp | 73.15%-55.8pp |
| Employer contribution / active EE | $706 | $2,471-71.4% | $3,680-80.8% | $2,343-69.8% |
| Participant deferral / active EE | $1,213 | $2,854-57.5% | $3,897-68.9% | $3,332-63.6% |
| Admin fee / account holder | $720 | $3,841-81.2% | $5,194-86.1% | $4,645-84.5% |