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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 | $16,167 | $48,284-66.5% | $67,524-76.1% | $80,911-80.0% |
| Participation rate | 33.9% | 66.4%-32.5pp | 72.9%-39.0pp | 67.6%-33.7pp |
| Annual return | 15.04% | 18.27%-3.2pp | 3519.41%-3504.4pp | 35.63%-20.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,354 | $2,927-19.6% | $4,001-41.2% | $4,297-45.2% |
| Admin fee / account holder | $1,238 | $3,688-66.4% | $4,001-69.1% | $6,935-82.1% |