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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 | $16,077 | $27,936-42.5% | $58,561-72.5% | $75,173-78.6% |
| Participation rate | 21.0% | 38.8%-17.9pp | 50.9%-29.9pp | 67.2%-46.2pp |
| Annual return | 15.99% | 44.21%-28.2pp | 4251.33%-4235.3pp | 160.72%-144.7pp |
| Employer contribution / active EE | $271 | $670-59.5% | $1,053-74.3% | $2,671-89.9% |
| Participant deferral / active EE | $433 | $1,202-64.0% | $1,923-77.5% | $4,126-89.5% |
| Admin fee / account holder | $700 | $1,727-59.5% | $2,520-72.2% | $5,651-87.6% |