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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 | $19,395 | $43,730-55.6% | $121,220-84.0% | $64,173-69.8% |
| Participation rate | 19.5% | 58.3%-38.8pp | 71.8%-52.2pp | 69.6%-50.1pp |
| Annual return | 0.23% | 68.94%-68.7pp | 16.94%-16.7pp | 7.63%-7.4pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,239 | $2,281-45.7% | $3,345-63.0% | $3,470-64.3% |
| Admin fee / account holder | $13,285 | $3,502+279.3% | $5,021+164.6% | $4,887+171.8% |