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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 | $16,052 | $105,929-84.8% | $81,926-80.4% | $158,950-89.9% |
| Participation rate | 31.8% | 75.6%-43.8pp | 72.0%-40.2pp | 82.0%-50.1pp |
| Annual return | 7.57% | 38.19%-30.6pp | 29.49%-21.9pp | 302.91%-295.3pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $821 | $13,007-93.7% | $7,108-88.5% | $5,983-86.3% |
| Admin fee / account holder | $3,122 | $8,492-63.2% | $5,159-39.5% | $11,248-72.2% |