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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 | $19,296 | $45,343-57.4% | $150,298-87.2% | $67,986-71.6% |
| Participation rate | 22.8% | 51.9%-29.0pp | 77.8%-54.9pp | 57.2%-34.4pp |
| Annual return | 11.97% | 33.28%-21.3pp | 62.79%-50.8pp | 31.67%-19.7pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $744 | $2,055-63.8% | $5,453-86.4% | $3,358-77.8% |
| Admin fee / account holder | $2,970 | $2,250+32.0% | $14,116-79.0% | $3,203-7.3% |