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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 | $23,286 | $117,846-80.2% | $102,434-77.3% | $145,884-84.0% |
| Participation rate | 30.0% | 78.6%-48.6pp | 76.5%-46.5pp | 80.3%-50.3pp |
| Annual return | 17.42% | 31.90%-14.5pp | 29.46%-12.0pp | 551.85%-534.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,220 | $5,733-61.3% | $5,055-56.1% | $6,690-66.8% |
| Admin fee / account holder | $357 | $13,356-97.3% | $9,462-96.2% | $13,392-97.3% |