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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 | $19,877 | $91,198-78.2% | $178,503-88.9% | $79,856-75.1% |
| Participation rate | 47.8% | 69.2%-21.4pp | 81.9%-34.1pp | 69.6%-21.8pp |
| Annual return | 22.76% | 24.20%-1.4pp | 151.12%-128.4pp | 31.71%-9.0pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,317 | $3,237-28.4% | $5,202-55.5% | $3,741-38.1% |
| Admin fee / account holder | $1,130 | $6,748-83.3% | $13,987-91.9% | $5,306-78.7% |