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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 | $17,801 | $43,730-59.3% | $121,220-85.3% | $64,173-72.3% |
| Participation rate | 44.8% | 58.3%-13.5pp | 71.8%-26.9pp | 69.6%-24.7pp |
| Annual return | 10.22% | 68.94%-58.7pp | 16.94%-6.7pp | 7.63%+2.6pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,918 | $2,281-15.9% | $3,345-42.7% | $3,470-44.7% |
| Admin fee / account holder | $474 | $3,502-86.5% | $5,021-90.6% | $4,887-90.3% |