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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 | $50,554-58.7% | $67,681-69.1% | $87,485-76.1% |
| Participation rate | 36.9% | 67.7%-30.8pp | 73.7%-36.8pp | 68.9%-32.0pp |
| Annual return | 14.67% | 17.81%-3.1pp | 590.58%-575.9pp | 26.06%-11.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,536 | $2,961-48.1% | $3,976-61.4% | $4,274-64.1% |
| Admin fee / account holder | $616 | $4,132-85.1% | $6,100-89.9% | $7,775-92.1% |