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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 | $17,442 | $101,063-82.7% | $81,473-78.6% | $147,586-88.2% |
| Participation rate | 40.0% | 74.5%-34.5pp | 68.0%-28.0pp | 82.8%-42.8pp |
| Annual return | 9.74% | 32.41%-22.7pp | 38.78%-29.0pp | 578.59%-568.9pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $534 | $4,242-87.4% | $3,537-84.9% | $5,439-90.2% |
| Admin fee / account holder | $2,481 | $5,812-57.3% | $4,561-45.6% | $10,886-77.2% |