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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 | $19,146 | $45,041-57.5% | $63,003-69.6% | $70,131-72.7% |
| Participation rate | 20.5% | 69.5%-49.1pp | 74.8%-54.4pp | 69.5%-49.1pp |
| Annual return | 11.56% | 18.76%-7.2pp | 87.59%-76.0pp | 73.14%-61.6pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,147 | $2,465-53.5% | $3,329-65.5% | $3,332-65.6% |
| Admin fee / account holder | $338 | $2,836-88.1% | $3,600-90.6% | $4,645-92.7% |