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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 | $12,429 | $45,041-72.4% | $63,003-80.3% | $70,131-82.3% |
| Participation rate | 41.1% | 69.5%-28.5pp | 74.8%-33.8pp | 69.5%-28.5pp |
| Annual return | 17.90% | 18.76%-0.9pp | 87.59%-69.7pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,247 | $2,465-49.4% | $3,329-62.5% | $3,332-62.6% |
| Admin fee / account holder | $381 | $2,836-86.6% | $3,600-89.4% | $4,645-91.8% |