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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 | $14,674 | $57,140-74.3% | $85,240-82.8% | $80,959-81.9% |
| Participation rate | 17.9% | 56.4%-38.6pp | 67.5%-49.7pp | 67.7%-49.8pp |
| Annual return | 18.03% | 21.71%-3.7pp | 66.75%-48.7pp | 35.67%-17.6pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,026 | $3,115-67.1% | $4,527-77.3% | $4,300-76.1% |
| Admin fee / account holder | $370 | $4,992-92.6% | $6,165-94.0% | $6,925-94.7% |