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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 | $16,626 | $58,275-71.5% | $81,844-79.7% | $80,935-79.5% |
| Participation rate | 3.8% | 63.5%-59.6pp | 72.4%-68.5pp | 67.7%-63.8pp |
| Annual return | 11.92% | 41.82%-29.9pp | 778.87%-767.0pp | 35.66%-23.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $781 | $3,285-76.2% | $4,323-81.9% | $4,299-81.8% |
| Admin fee / account holder | $2,145 | $4,749-54.8% | $7,355-70.8% | $6,924-69.0% |