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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 | $12,808 | $48,284-73.5% | $67,524-81.0% | $80,911-84.2% |
| Participation rate | 53.4% | 66.4%-13.0pp | 72.9%-19.5pp | 67.6%-14.2pp |
| Annual return | 14.43% | 18.27%-3.8pp | 3519.41%-3505.0pp | 35.63%-21.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,230 | $2,927-58.0% | $4,001-69.3% | $4,297-71.4% |
| Admin fee / account holder | $670 | $3,688-81.8% | $4,001-83.3% | $6,935-90.3% |