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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 | $32,283 | $77,638-58.4% | $156,551-79.4% | $62,881-48.7% |
| Participation rate | 19.0% | 71.2%-52.2pp | 84.0%-65.0pp | 69.3%-50.3pp |
| Annual return | 11.11% | 50.33%-39.2pp | 32.23%-21.1pp | 20.14%-9.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $852 | $3,046-72.0% | $4,871-82.5% | $3,203-73.4% |
| Admin fee / account holder | $757 | $5,561-86.4% | $13,028-94.2% | $4,296-82.4% |