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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 | $14,456 | $85,171-83.0% | $172,752-91.6% | $72,975-80.2% |
| Participation rate | 17.6% | 70.1%-52.4pp | 82.6%-65.0pp | 69.5%-51.8pp |
| Annual return | 19.61% | 27.32%-7.7pp | 802.97%-783.4pp | 81.01%-61.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,456 | $3,260-55.3% | $5,198-72.0% | $3,608-59.6% |
| Admin fee / account holder | $981 | $5,880-83.3% | $13,955-93.0% | $5,124-80.9% |