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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 | $81,233-85.3% | $155,567-92.3% | $80,874-85.2% |
| Participation rate | 25.0% | 66.2%-41.2pp | 78.2%-53.2pp | 67.6%-42.6pp |
| Annual return | 13.62% | 33.33%-19.7pp | 64.74%-51.1pp | 35.62%-22.0pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $949 | $3,452-72.5% | $5,628-83.1% | $4,297-77.9% |
| Admin fee / account holder | $903 | $7,998-88.7% | $15,916-94.3% | $6,935-87.0% |