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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 | $49,976-62.6% | $66,674-71.9% | $82,637-77.4% |
| Participation rate | 15.4% | 63.1%-47.7pp | 73.7%-58.3pp | 68.1%-52.7pp |
| Annual return | 16.15% | 39.09%-22.9pp | 321.24%-305.1pp | 53.51%-37.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $843 | $2,847-70.4% | $4,084-79.3% | $4,126-79.6% |
| Admin fee / account holder | $4,502 | $4,594-2.0% | $5,098-11.7% | $7,339-38.7% |