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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 | $21,614 | $84,708-74.5% | $75,714-71.5% | $167,536-87.1% |
| Participation rate | 35.3% | 77.8%-42.5pp | 74.8%-39.5pp | 82.1%-46.8pp |
| Annual return | 12.54% | 199.62%-187.1pp | 104.62%-92.1pp | 478.82%-466.3pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,560 | $4,577-65.9% | $3,820-59.2% | $6,342-75.4% |
| Admin fee / account holder | $649 | $5,358-87.9% | $3,619-82.1% | $12,315-94.7% |