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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 | $19,523 | $52,279-62.7% | $89,435-78.2% | $79,856-75.6% |
| Participation rate | 16.0% | 57.5%-41.5pp | 68.0%-52.0pp | 69.6%-53.6pp |
| Annual return | 15.57% | 22.16%-6.6pp | 245.55%-230.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,410 | $2,740-48.5% | $3,890-63.7% | $3,741-62.3% |
| Admin fee / account holder | $3,002 | $3,356-10.6% | $4,884-38.5% | $5,306-43.4% |