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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 | $20,065 | $63,346-68.3% | $92,240-78.2% | $70,126-71.4% |
| Participation rate | 21.4% | 68.7%-47.2pp | 76.5%-55.1pp | 69.5%-48.1pp |
| Annual return | 13.19% | 530.19%-517.0pp | 176.29%-163.1pp | 73.15%-60.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,670 | $2,854-41.5% | $3,897-57.1% | $3,332-49.9% |
| Admin fee / account holder | $1,041 | $3,841-72.9% | $5,194-80.0% | $4,645-77.6% |