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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 | $18,055 | $49,897-63.8% | $80,648-77.6% | $75,177-76.0% |
| Participation rate | 10.2% | 55.3%-45.1pp | 67.0%-56.8pp | 67.2%-57.0pp |
| Annual return | 14.20% | 34.68%-20.5pp | 937.21%-923.0pp | 160.75%-146.5pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $792 | $2,992-73.5% | $4,443-82.2% | $4,126-80.8% |
| Admin fee / account holder | $681 | $3,579-81.0% | $5,382-87.3% | $5,651-88.0% |