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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 | $18,293 | $55,457-67.0% | $77,361-76.4% | $94,015-80.5% |
| Participation rate | 64.0% | 69.8%-5.8pp | 75.0%-11.0pp | 70.8%-6.8pp |
| Annual return | 10.34% | 15.57%-5.2pp | 1011.54%-1001.2pp | 17.84%-7.5pp |
| Employer contribution / active EE | $1,079 | $2,255-52.2% | $2,990-63.9% | $2,790-61.3% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $947 | $4,334-78.1% | $5,894-83.9% | $8,951-89.4% |