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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 | $23,161 | $77,638-70.2% | $156,551-85.2% | $62,881-63.2% |
| Participation rate | 43.3% | 71.2%-27.9pp | 84.0%-40.7pp | 69.3%-26.0pp |
| Annual return | 5.19% | 50.33%-45.1pp | 32.23%-27.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,261 | $3,046-58.6% | $4,871-74.1% | $3,203-60.6% |
| Admin fee / account holder | $16,167 | $5,561+190.7% | $13,028+24.1% | $4,296+276.4% |