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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 | $16,892 | $29,525-42.8% | $56,033-69.9% | $77,736-78.3% |
| Participation rate | 10.7% | 32.7%-22.0pp | 52.5%-41.8pp | 70.6%-59.9pp |
| Annual return | 13.24% | 18.90%-5.7pp | 1711.38%-1698.1pp | 31.26%-18.0pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $555 | $1,062-47.7% | $1,954-71.6% | $4,651-88.1% |
| Admin fee / account holder | $3,288 | $1,040+216.2% | $2,827+16.3% | $433+658.8% |