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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 | $10,114 | $81,276-87.6% | $155,574-93.5% | $80,925-87.5% |
| Participation rate | 55.3% | 66.2%-10.9pp | 78.2%-22.9pp | 67.7%-12.3pp |
| Annual return | 16.74% | 33.36%-16.6pp | 64.87%-48.1pp | 35.65%-18.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,038 | $3,453-69.9% | $5,629-81.6% | $4,299-75.9% |
| Admin fee / account holder | $309 | $7,993-96.1% | $15,914-98.1% | $6,940-95.5% |