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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 | $21,352 | $158,852-86.6% | $121,220-82.4% | $135,380-84.2% |
| Participation rate | 36.4% | 79.3%-42.9pp | 71.8%-35.4pp | 82.6%-46.3pp |
| Annual return | 8.70% | -0.64%+9.3pp | 16.94%-8.2pp | 519.81%-511.1pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,037 | $4,006-74.1% | $3,345-69.0% | $5,609-81.5% |
| Admin fee / account holder | $3,206 | $6,515-50.8% | $5,021-36.1% | $10,828-70.4% |