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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 | $12,266 | $51,638-76.2% | $68,368-82.1% | $82,448-85.1% |
| Participation rate | 33.3% | 63.6%-30.3pp | 73.8%-40.4pp | 68.1%-34.7pp |
| Annual return | 22.04% | 37.53%-15.5pp | 292.57%-270.5pp | 41.64%-19.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $974 | $2,914-66.6% | $4,123-76.4% | $4,139-76.5% |
| Admin fee / account holder | $1,238 | $4,643-73.3% | $5,150-76.0% | $7,234-82.9% |