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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 | $6,818 | $57,590-88.2% | $86,233-92.1% | $82,448-91.7% |
| Participation rate | 38.5% | 57.9%-19.4pp | 69.0%-30.6pp | 68.1%-29.6pp |
| Annual return | 37.93% | 22.41%+15.5pp | 61.39%-23.5pp | 41.64%-3.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,818 | $3,080-41.0% | $4,559-60.1% | $4,139-56.1% |
| Admin fee / account holder | $545 | $4,730-88.5% | $8,342-93.5% | $7,234-92.5% |