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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 | $18,664 | $81,331-77.1% | $155,534-88.0% | $80,935-76.9% |
| Participation rate | 31.5% | 66.3%-34.8pp | 78.2%-46.7pp | 67.7%-36.2pp |
| Annual return | 15.44% | 33.37%-17.9pp | 64.92%-49.5pp | 35.66%-20.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,538 | $3,454-55.5% | $5,630-72.7% | $4,299-64.2% |
| Admin fee / account holder | $1,310 | $7,999-83.6% | $15,900-91.8% | $6,924-81.1% |