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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 | $17,767 | $52,961-66.5% | $172,752-89.7% | $65,185-72.7% |
| Participation rate | 22.4% | 66.2%-43.8pp | 82.6%-60.2pp | 70.2%-47.8pp |
| Annual return | 18.30% | 30.12%-11.8pp | 802.97%-784.7pp | 29.38%-11.1pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,283 | $2,471-48.1% | $5,198-75.3% | $3,514-63.5% |
| Admin fee / account holder | $382 | $472-19.0% | $13,955-97.3% | $847-54.9% |