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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 | $11,573 | $58,275-80.1% | $81,844-85.9% | $80,935-85.7% |
| Participation rate | 11.5% | 63.5%-51.9pp | 72.4%-60.8pp | 67.7%-56.1pp |
| Annual return | 13.40% | 41.82%-28.4pp | 778.87%-765.5pp | 35.66%-22.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $971 | $3,285-70.4% | $4,323-77.5% | $4,299-77.4% |
| Admin fee / account holder | $1,199 | $4,749-74.7% | $7,355-83.7% | $6,924-82.7% |