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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 | $11,974 | $81,358-85.3% | $155,556-92.3% | $80,959-85.2% |
| Participation rate | 25.0% | 66.3%-41.3pp | 78.2%-53.2pp | 67.7%-42.7pp |
| Annual return | 13.62% | 33.39%-19.8pp | 64.84%-51.2pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $949 | $3,455-72.5% | $5,631-83.2% | $4,300-77.9% |
| Admin fee / account holder | $903 | $7,994-88.7% | $15,885-94.3% | $6,925-87.0% |