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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 | $23,491 | $84,233-72.1% | $170,436-86.2% | $70,131-66.5% |
| Participation rate | 28.3% | 70.8%-42.5pp | 83.6%-55.3pp | 69.5%-41.2pp |
| Annual return | 15.44% | 23.06%-7.6pp | 205.94%-190.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,570 | $3,086-49.1% | $4,939-68.2% | $3,332-52.9% |
| Admin fee / account holder | $787 | $5,698-86.2% | $13,880-94.3% | $4,645-83.1% |