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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 | $13,457 | $75,962-82.3% | $154,108-91.3% | $64,173-79.0% |
| Participation rate | 62.1% | 70.4%-8.3pp | 83.0%-21.0pp | 69.6%-7.5pp |
| Annual return | 8.65% | 30.32%-21.7pp | 735.21%-726.6pp | 7.63%+1.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,865 | $3,175-41.2% | $5,081-63.3% | $3,470-46.2% |
| Admin fee / account holder | $1,477 | $5,589-73.6% | $13,411-89.0% | $4,887-69.8% |