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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 | $18,986 | $78,690-75.9% | $161,489-88.2% | $87,485-78.3% |
| Participation rate | 35.0% | 67.5%-32.5pp | 78.7%-43.7pp | 68.9%-33.9pp |
| Annual return | 19.67% | 32.74%-13.1pp | 89.72%-70.1pp | 26.06%-6.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,442 | $3,311-56.4% | $5,630-74.4% | $4,274-66.2% |
| Admin fee / account holder | $1,213 | $6,724-82.0% | $16,006-92.4% | $7,775-84.4% |