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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 | $13,489 | $81,276-83.4% | $155,574-91.3% | $80,925-83.3% |
| Participation rate | 21.9% | 66.2%-44.4pp | 78.2%-56.3pp | 67.7%-45.8pp |
| Annual return | 27.84% | 33.36%-5.5pp | 64.87%-37.0pp | 35.65%-7.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $965 | $3,453-72.0% | $5,629-82.9% | $4,299-77.5% |
| Admin fee / account holder | $2,720 | $7,993-66.0% | $15,914-82.9% | $6,940-60.8% |