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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 | $16,627 | $77,901-78.7% | $149,717-88.9% | $75,181-77.9% |
| Participation rate | 22.0% | 65.6%-43.6pp | 78.8%-56.8pp | 67.2%-45.2pp |
| Annual return | 14.29% | 31.73%-17.4pp | 134.41%-120.1pp | 160.69%-146.4pp |
| Employer contribution / active EE | $918 | $3,137-70.7% | $4,820-80.9% | $2,671-65.6% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,900 | $5,949-34.4% | $13,213-70.5% | $5,650-31.0% |