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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 | $71,215-71.7% | $93,696-78.5% | $80,935-75.1% |
| Participation rate | 38.8% | 60.4%-21.6pp | 68.7%-29.9pp | 67.7%-28.9pp |
| Annual return | 11.25% | 11.27%0pp | 133.74%-122.5pp | 35.66%-24.4pp |
| Employer contribution / active EE | $763 | $1,565-51.3% | $2,422-68.5% | $2,757-72.3% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,928 | $6,958-72.3% | $8,287-76.7% | $6,924-72.2% |