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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 | $14,664 | $77,449-81.1% | $69,483-78.9% | $152,909-90.4% |
| Participation rate | 41.7% | 78.1%-36.4pp | 74.6%-32.9pp | 82.5%-40.8pp |
| Annual return | 20.01% | 39.09%-19.1pp | 28.99%-9.0pp | 345.46%-325.5pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,503 | $4,415-20.7% | $3,537-1.0% | $5,851-40.1% |
| Admin fee / account holder | $3,855 | $6,210-37.9% | $3,841+0.4% | $11,601-66.8% |