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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 | $22,045 | $103,949-78.8% | $69,182-68.1% | $273,972-92.0% |
| Participation rate | 11.1% | 67.4%-56.3pp | 55.1%-44.0pp | 83.0%-71.9pp |
| Annual return | 4.99% | 35.28%-30.3pp | -21.93%+26.9pp | 41.46%-36.5pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,916 | $2,716-29.5% | $1,897+1.0% | $5,287-63.8% |
| Admin fee / account holder | $8,724 | $3,671+137.7% | $2,697+223.5% | $10,133-13.9% |