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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 | $77,814-87.4% | $158,223-93.8% | $86,983-88.7% |
| Participation rate | 28.0% | 68.4%-40.4pp | 79.2%-51.2pp | 69.5%-41.5pp |
| Annual return | 20.24% | 30.54%-10.3pp | 52.09%-31.8pp | 25.83%-5.6pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,266 | $3,270-61.3% | $5,467-76.8% | $4,194-69.8% |
| Admin fee / account holder | $446 | $5,879-92.4% | $16,047-97.2% | $7,856-94.3% |