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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 | $11,200 | $48,327-76.8% | $67,575-83.4% | $80,935-86.2% |
| Participation rate | 44.4% | 66.4%-22.0pp | 72.9%-28.5pp | 67.7%-23.2pp |
| Annual return | 12.37% | 18.31%-5.9pp | 3528.98%-3516.6pp | 35.66%-23.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $898 | $2,927-69.3% | $4,003-77.6% | $4,299-79.1% |
| Admin fee / account holder | $498 | $3,692-86.5% | $3,993-87.5% | $6,924-92.8% |