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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 | $14,055 | $46,599-69.8% | $64,101-78.1% | $75,173-81.3% |
| Participation rate | 38.4% | 65.9%-27.6pp | 72.3%-34.0pp | 67.2%-28.8pp |
| Annual return | 12.54% | 26.06%-13.5pp | 33.72%-21.2pp | 160.72%-148.2pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,513 | $2,837-46.7% | $3,881-61.0% | $4,126-63.3% |
| Admin fee / account holder | $440 | $2,956-85.1% | $3,070-85.7% | $5,651-92.2% |