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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 | $17,067 | $45,119-62.2% | $85,126-80.0% | $74,429-77.1% |
| Participation rate | 19.3% | 49.4%-30.0pp | 67.5%-48.2pp | 67.2%-47.9pp |
| Annual return | 21.60% | 26.28%-4.7pp | 66.63%-45.0pp | 1368.38%-1346.8pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,171 | $2,738-57.2% | $4,523-74.1% | $4,348-73.1% |
| Admin fee / account holder | $6,705 | $2,214+202.8% | $6,160+8.8% | $1,944+244.8% |