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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 | $10,823 | $58,311-81.4% | $81,882-86.8% | $80,959-86.6% |
| Participation rate | 26.1% | 63.5%-37.3pp | 72.4%-46.3pp | 67.7%-41.5pp |
| Annual return | 18.23% | 41.85%-23.6pp | 779.47%-761.2pp | 35.67%-17.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $896 | $3,287-72.7% | $4,323-79.3% | $4,300-79.2% |
| Admin fee / account holder | $874 | $4,752-81.6% | $7,360-88.1% | $6,925-87.4% |