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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 | $15,588 | $78,690-80.2% | $161,489-90.3% | $87,485-82.2% |
| Participation rate | 43.6% | 67.5%-23.8pp | 78.7%-35.1pp | 68.9%-25.3pp |
| Annual return | 15.14% | 32.74%-17.6pp | 89.72%-74.6pp | 26.06%-10.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,092 | $3,311-67.0% | $5,630-80.6% | $4,274-74.4% |
| Admin fee / account holder | $1,364 | $6,724-79.7% | $16,006-91.5% | $7,775-82.5% |