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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 | $48,314-66.5% | $67,561-76.1% | $80,925-80.0% |
| Participation rate | 33.9% | 66.4%-32.5pp | 72.9%-39.0pp | 67.7%-33.7pp |
| Annual return | 15.04% | 18.28%-3.2pp | 3525.44%-3510.4pp | 35.65%-20.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,354 | $2,927-19.6% | $4,003-41.2% | $4,299-45.2% |
| Admin fee / account holder | $1,238 | $3,690-66.4% | $4,006-69.1% | $6,940-82.2% |