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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 | $17,426 | $45,050-61.3% | $63,018-72.3% | $70,126-75.2% |
| Participation rate | 40.0% | 69.5%-29.5pp | 74.8%-34.8pp | 69.5%-29.5pp |
| Annual return | 16.49% | 18.76%-2.3pp | 87.62%-71.1pp | 73.15%-56.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $887 | $2,466-64.0% | $3,330-73.4% | $3,332-73.4% |
| Admin fee / account holder | $524 | $2,834-81.5% | $3,601-85.5% | $4,645-88.7% |