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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 | $22,575 | $27,800-18.8% | $58,561-61.5% | $71,511-68.4% |
| Participation rate | 9.4% | 34.6%-25.2pp | 50.9%-41.5pp | 67.9%-58.6pp |
| Annual return | 15.38% | 26.80%-11.4pp | 4251.33%-4235.9pp | 28.86%-13.5pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $480 | $1,208-60.3% | $1,923-75.1% | $4,291-88.8% |
| Admin fee / account holder | $1,179 | $1,637-28.0% | $2,520-53.2% | $1,588-25.8% |