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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 | $20,069 | $55,437-63.8% | $155,534-87.1% | $74,459-73.0% |
| Participation rate | 17.6% | 61.9%-44.3pp | 78.2%-60.7pp | 67.2%-49.7pp |
| Annual return | 15.97% | 269.58%-253.6pp | 64.92%-48.9pp | 1369.70%-1353.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $860 | $2,837-69.7% | $5,630-84.7% | $4,350-80.2% |
| Admin fee / account holder | $12,932 | $1,742+642.2% | $15,900-18.7% | $1,945+565.0% |