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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 | $23,364 | $95,406-75.5% | $185,849-87.4% | $85,847-72.8% |
| Participation rate | 21.8% | 68.8%-46.9pp | 81.7%-59.9pp | 69.3%-47.5pp |
| Annual return | 29.60% | 23.59%+6.0pp | 122.10%-92.5pp | 318.61%-289.0pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,151 | $3,424-66.4% | $5,569-79.3% | $3,952-70.9% |
| Admin fee / account holder | $4,807 | $7,214-33.4% | $16,244-70.4% | $6,261-23.2% |