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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 | $16,462 | $94,439-82.6% | $73,658-77.7% | $154,746-89.4% |
| Participation rate | 22.2% | 64.7%-42.4pp | 57.0%-34.8pp | 80.7%-58.5pp |
| Annual return | 23.32% | 28.25%-4.9pp | 29.72%-6.4pp | 172.34%-149.0pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,788 | $2,527-29.2% | $2,062-13.3% | $6,730-73.4% |
| Admin fee / account holder | $2,489 | $3,843-35.2% | $3,357-25.9% | $14,365-82.7% |