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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 | $19,943 | $103,038-80.6% | $90,324-77.9% | $152,909-87.0% |
| Participation rate | 45.5% | 75.9%-30.4pp | 73.3%-27.8pp | 82.5%-37.0pp |
| Annual return | 13.10% | 95.25%-82.1pp | 78.15%-65.0pp | 345.46%-332.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,956 | $4,282-7.6% | $3,885+1.8% | $5,851-32.4% |
| Admin fee / account holder | $1,569 | $6,177-74.6% | $5,356-70.7% | $11,601-86.5% |