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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 | $48,011-56.5% | $63,803-67.3% | $82,637-74.7% |
| Participation rate | 36.9% | 66.6%-29.6pp | 72.7%-35.8pp | 68.1%-31.1pp |
| Annual return | 14.67% | 19.84%-5.2pp | 543.72%-529.1pp | 53.51%-38.8pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,536 | $2,846-46.0% | $3,843-60.0% | $4,126-62.8% |
| Admin fee / account holder | $616 | $3,873-84.1% | $5,196-88.1% | $7,339-91.6% |