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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 | $12,105 | $26,140-53.7% | $58,507-79.3% | $74,473-83.7% |
| Participation rate | 12.1% | 32.1%-20.0pp | 50.9%-38.7pp | 70.7%-58.6pp |
| Annual return | 24.62% | 32.51%-7.9pp | 4252.32%-4227.7pp | 34.36%-9.7pp |
| Employer contribution / active EE | $0 | $537-100.0% | $1,053-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $646 | $1,075-39.9% | $1,922-66.4% | $4,530-85.7% |
| Admin fee / account holder | $931 | $652+42.9% | $2,486-62.5% | $347+168.3% |