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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 | $28,710 | $111,878-74.3% | $93,727-69.4% | $145,897-80.3% |
| Participation rate | 22.2% | 74.2%-52.0pp | 68.7%-46.5pp | 80.3%-58.1pp |
| Annual return | 9.45% | 204.28%-194.8pp | 133.83%-124.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,938 | $4,920-60.6% | $4,417-56.1% | $6,689-71.0% |
| Admin fee / account holder | $15,369 | $10,256+49.8% | $8,292+85.4% | $13,390+14.8% |