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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 | $20,887 | $47,479-56.0% | $62,929-66.8% | $82,448-74.7% |
| Participation rate | 36.9% | 66.9%-29.9pp | 73.1%-36.2pp | 68.1%-31.1pp |
| Annual return | 14.67% | 20.34%-5.7pp | 1063.93%-1049.3pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,536 | $2,870-46.5% | $3,888-60.5% | $4,139-62.9% |
| Admin fee / account holder | $616 | $3,804-83.8% | $5,065-87.8% | $7,234-91.5% |