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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 | $14,631 | $77,908-81.2% | $149,696-90.2% | $75,173-80.5% |
| Participation rate | 17.1% | 65.6%-48.4pp | 78.8%-61.6pp | 67.2%-50.1pp |
| Annual return | 16.17% | 31.73%-15.6pp | 134.46%-118.3pp | 160.72%-144.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,790 | $3,411-47.5% | $5,682-68.5% | $4,126-56.6% |
| Admin fee / account holder | $1,023 | $5,950-82.8% | $13,212-92.3% | $5,651-81.9% |