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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 | $23,791 | $27,243-12.7% | $52,425-54.6% | $79,634-70.1% |
| Participation rate | 9.8% | 22.4%-12.6pp | 55.6%-45.8pp | 62.5%-52.7pp |
| Annual return | 23.39% | 63.36%-40.0pp | 302.12%-278.7pp | 36.46%-13.1pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $473 | $636-25.6% | $1,790-73.6% | $3,835-87.7% |
| Admin fee / account holder | $617 | $2,105-70.7% | $2,495-75.3% | $1,002-38.4% |