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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 | $18,704 | $51,638-63.8% | $68,368-72.6% | $82,448-77.3% |
| Participation rate | 15.4% | 63.6%-48.2pp | 73.8%-58.4pp | 68.1%-52.7pp |
| Annual return | 16.15% | 37.53%-21.4pp | 292.57%-276.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $843 | $2,914-71.1% | $4,123-79.5% | $4,139-79.6% |
| Admin fee / account holder | $4,502 | $4,643-3.0% | $5,150-12.6% | $7,234-37.8% |