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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 | $18,866 | $45,152-58.2% | $73,836-74.4% | $59,633-68.4% |
| Participation rate | 52.0% | 64.0%-12.0pp | 73.4%-21.4pp | 68.7%-16.7pp |
| Annual return | 1.43% | 27.40%-26.0pp | 2268.06%-2266.6pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,137 | $2,573-55.8% | $3,583-68.3% | $3,192-64.4% |
| Admin fee / account holder | $923 | $3,515-73.7% | $4,882-81.1% | $4,297-78.5% |