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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 | $15,702 | $27,943-43.8% | $58,507-73.2% | $75,177-79.1% |
| Participation rate | 33.3% | 38.8%-5.5pp | 50.9%-17.5pp | 67.2%-33.9pp |
| Annual return | 18.72% | 44.22%-25.5pp | 4252.32%-4233.6pp | 160.75%-142.0pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $834 | $1,202-30.6% | $1,922-56.6% | $4,126-79.8% |
| Admin fee / account holder | $757 | $1,727-56.2% | $2,486-69.5% | $5,651-86.6% |