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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 | $17,828 | $61,125-70.8% | $94,057-81.0% | $87,485-79.6% |
| Participation rate | 38.6% | 64.1%-25.4pp | 73.3%-34.7pp | 68.9%-30.3pp |
| Annual return | 23.54% | 35.20%-11.7pp | 480.62%-457.1pp | 26.06%-2.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,893 | $3,260-41.9% | $4,709-59.8% | $4,274-55.7% |
| Admin fee / account holder | $854 | $5,629-84.8% | $7,244-88.2% | $7,775-89.0% |