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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 | $19,747 | $91,167-78.3% | $178,498-88.9% | $79,858-75.3% |
| Participation rate | 30.9% | 69.2%-38.3pp | 81.9%-51.0pp | 69.6%-38.7pp |
| Annual return | 12.58% | 24.19%-11.6pp | 151.09%-138.5pp | 31.72%-19.1pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,233 | $3,236-61.9% | $5,202-76.3% | $3,740-67.0% |
| Admin fee / account holder | $1,372 | $6,747-79.7% | $13,985-90.2% | $5,306-74.1% |