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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 | $11,552 | $94,439-87.8% | $73,658-84.3% | $154,746-92.5% |
| Participation rate | 44.4% | 64.7%-20.2pp | 57.0%-12.6pp | 80.7%-36.3pp |
| Annual return | 15.71% | 28.25%-12.5pp | 29.72%-14.0pp | 172.34%-156.6pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,880 | $2,527-25.6% | $2,062-8.8% | $6,730-72.1% |
| Admin fee / account holder | $4,085 | $3,843+6.3% | $3,357+21.7% | $14,365-71.6% |