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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 | $21,684 | $55,902-61.2% | $76,030-71.5% | $80,959-73.2% |
| Participation rate | 44.6% | 62.1%-17.4pp | 69.1%-24.4pp | 67.7%-23.0pp |
| Annual return | 10.26% | 20.59%-10.3pp | 361.54%-351.3pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,115 | $3,051-63.5% | $4,257-73.8% | $4,300-74.1% |
| Admin fee / account holder | $1,857 | $5,239-64.6% | $6,421-71.1% | $6,925-73.2% |