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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 | $8,651 | $58,275-85.2% | $81,844-89.4% | $80,935-89.3% |
| Participation rate | 18.3% | 63.5%-45.1pp | 72.4%-54.0pp | 67.7%-49.3pp |
| Annual return | 12.43% | 41.82%-29.4pp | 778.87%-766.4pp | 35.66%-23.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $784 | $3,285-76.1% | $4,323-81.9% | $4,299-81.8% |
| Admin fee / account holder | $1,255 | $4,749-73.6% | $7,355-82.9% | $6,924-81.9% |