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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 | $16,545 | $95,406-82.7% | $185,849-91.1% | $85,847-80.7% |
| Participation rate | 44.0% | 68.8%-24.8pp | 81.7%-37.7pp | 69.3%-25.3pp |
| Annual return | 17.58% | 23.59%-6.0pp | 122.10%-104.5pp | 318.61%-301.0pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,145 | $3,424-66.6% | $5,569-79.4% | $3,952-71.0% |
| Admin fee / account holder | $2,736 | $7,214-62.1% | $16,244-83.2% | $6,261-56.3% |