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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 | $19,790 | $91,198-78.3% | $178,503-88.9% | $79,856-75.2% |
| Participation rate | 44.0% | 69.2%-25.2pp | 81.9%-37.9pp | 69.6%-25.6pp |
| Annual return | 23.82% | 24.20%-0.4pp | 151.12%-127.3pp | 31.71%-7.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,385 | $3,237-57.2% | $5,202-73.4% | $3,741-63.0% |
| Admin fee / account holder | $870 | $6,748-87.1% | $13,987-93.8% | $5,306-83.6% |