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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 | $17,328 | $58,311-70.3% | $81,882-78.8% | $80,959-78.6% |
| Participation rate | 21.9% | 63.5%-41.6pp | 72.4%-50.5pp | 67.7%-45.8pp |
| Annual return | 12.85% | 41.85%-29.0pp | 779.47%-766.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,768 | $3,287-46.2% | $4,323-59.1% | $4,300-58.9% |
| Admin fee / account holder | $1,521 | $4,752-68.0% | $7,360-79.3% | $6,925-78.0% |