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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 | $24,159 | $93,055-74.0% | $153,741-84.3% | $80,959-70.2% |
| Participation rate | 7.1% | 69.0%-61.8pp | 77.1%-70.0pp | 67.7%-60.5pp |
| Annual return | 12.58% | 19.97%-7.4pp | 15.71%-3.1pp | 35.67%-23.1pp |
| Employer contribution / active EE | $0 | $3,504-100.0% | $5,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $5,172-100.0% | $6,757-100.0% | $4,300-100.0% |
| Admin fee / account holder | $586 | $8,881-93.4% | $12,749-95.4% | $6,925-91.5% |