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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 | $16,584 | $56,431-70.6% | $130,788-87.3% | $87,485-81.0% |
| Participation rate | 37.7% | 58.9%-21.2pp | 70.1%-32.4pp | 68.9%-31.2pp |
| Annual return | 13.15% | 91.27%-78.1pp | 386.44%-373.3pp | 26.06%-12.9pp |
| Employer contribution / active EE | $887 | $1,549-42.7% | $3,558-75.1% | $2,596-65.8% |
| Participant deferral / active EE | $1,078 | $2,749-60.8% | $4,137-73.9% | $4,274-74.8% |
| Admin fee / account holder | $504 | $4,433-88.6% | $6,673-92.4% | $7,775-93.5% |