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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 | $17,753 | $40,264-55.9% | $57,349-69.0% | $59,633-70.2% |
| Participation rate | 52.9% | 69.2%-16.2pp | 75.1%-22.1pp | 68.7%-15.7pp |
| Annual return | 1.18% | 27.51%-26.3pp | 24.40%-23.2pp | 2041.40%-2040.2pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,414 | $2,400-41.1% | $3,162-55.3% | $3,192-55.7% |
| Admin fee / account holder | $897 | $2,819-68.2% | $3,356-73.3% | $4,297-79.1% |