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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 | $17,643 | $77,638-77.3% | $156,551-88.7% | $62,881-71.9% |
| Participation rate | 64.8% | 71.2%-6.4pp | 84.0%-19.2pp | 69.3%-4.5pp |
| Annual return | 6.52% | 50.33%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,119 | $3,444-67.5% | $5,501-79.7% | $2,281-50.9% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,336 | $5,561-76.0% | $13,028-89.7% | $4,296-68.9% |