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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 | $9,824 | $78,690-87.5% | $161,489-93.9% | $87,485-88.8% |
| Participation rate | 28.0% | 67.5%-39.5pp | 78.7%-50.7pp | 68.9%-40.9pp |
| Annual return | 20.24% | 32.74%-12.5pp | 89.72%-69.5pp | 26.06%-5.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,266 | $3,311-61.8% | $5,630-77.5% | $4,274-70.4% |
| Admin fee / account holder | $446 | $6,724-93.4% | $16,006-97.2% | $7,775-94.3% |