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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 | $18,880 | $64,716-70.8% | $112,258-83.2% | $68,495-72.4% |
| Participation rate | 17.1% | 67.2%-50.0pp | 75.1%-57.9pp | 67.9%-50.7pp |
| Annual return | 233.94% | -11.40%+245.3pp | 27.47%+206.5pp | -7.84%+241.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,832 | $3,565-48.6% | $4,728-61.3% | $4,028-54.5% |
| Admin fee / account holder | $559 | $5,232-89.3% | $6,411-91.3% | $5,403-89.7% |