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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 | $12,207 | $76,407-84.0% | $150,298-91.9% | $82,448-85.2% |
| Participation rate | 48.3% | 66.4%-18.1pp | 77.8%-29.4pp | 68.1%-19.7pp |
| Annual return | 14.73% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,680 | $3,214-47.7% | $5,453-69.2% | $4,139-59.4% |
| Admin fee / account holder | $1,167 | $6,352-81.6% | $14,116-91.7% | $7,234-83.9% |