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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 | $51,638-65.5% | $68,368-73.9% | $82,448-78.4% |
| Participation rate | 38.6% | 63.6%-25.0pp | 73.8%-35.1pp | 68.1%-29.4pp |
| Annual return | 23.54% | 37.53%-14.0pp | 292.57%-269.0pp | 41.64%-18.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,893 | $2,914-35.0% | $4,123-54.1% | $4,139-54.3% |
| Admin fee / account holder | $854 | $4,643-81.6% | $5,150-83.4% | $7,234-88.2% |