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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 | $17,906 | $58,099-69.2% | $76,872-76.7% | $75,173-76.2% |
| Participation rate | 11.1% | 63.9%-52.8pp | 69.6%-58.5pp | 67.2%-56.1pp |
| Annual return | 40.79% | 26.71%+14.1pp | 37.90%+2.9pp | 160.72%-119.9pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,914 | $2,999-36.2% | $3,832-50.1% | $4,126-53.6% |
| Admin fee / account holder | $909 | $4,778-81.0% | $5,476-83.4% | $5,651-83.9% |