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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 | $12,847 | $65,712-80.4% | $57,196-77.5% | $273,972-95.3% |
| Participation rate | 14.3% | 78.3%-64.0pp | 75.3%-61.0pp | 83.0%-68.7pp |
| Annual return | 4.30% | 22.01%-17.7pp | 14.59%-10.3pp | 41.46%-37.2pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,139 | $3,782-69.9% | $3,096-63.2% | $5,287-78.4% |
| Admin fee / account holder | $1,565 | $4,838-67.6% | $3,141-50.2% | $10,133-84.6% |