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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 | $28,167-15.5% | $73,658-67.7% | $64,728-63.2% |
| Participation rate | 9.8% | 21.1%-11.2pp | 57.0%-47.2pp | 57.9%-48.1pp |
| Annual return | 23.39% | 139.75%-116.4pp | 29.72%-6.3pp | 49.38%-26.0pp |
| Employer contribution / active EE | $0 | $373-100.0% | $1,032-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $473 | $597-20.9% | $2,062-77.1% | $2,729-82.7% |
| Admin fee / account holder | $617 | $1,791-65.5% | $3,357-81.6% | $1,145-46.1% |