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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 | $20,139 | $71,208-71.7% | $93,681-78.5% | $80,911-75.1% |
| Participation rate | 38.8% | 60.4%-21.6pp | 68.7%-29.9pp | 67.6%-28.8pp |
| Annual return | 11.25% | 11.27%0pp | 133.47%-122.2pp | 35.63%-24.4pp |
| Employer contribution / active EE | $763 | $1,564-51.2% | $2,422-68.5% | $2,756-72.3% |
| Participant deferral / active EE | $0 | $4,035-100.0% | $4,415-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,928 | $6,951-72.3% | $8,290-76.7% | $6,935-72.2% |