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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 | $42,164 | $228,395-81.5% | $185,861-77.3% | $158,982-73.5% |
| Participation rate | 36.4% | 82.3%-46.0pp | 78.0%-41.7pp | 82.0%-45.6pp |
| Annual return | 12.27% | 40.82%-28.6pp | 35.96%-23.7pp | 302.99%-290.7pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,860 | $6,417-71.0% | $5,634-67.0% | $5,983-68.9% |
| Admin fee / account holder | $28,905 | $11,869+143.5% | $9,503+204.2% | $11,252+156.9% |