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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 | $36,864 | $105,856-65.2% | $90,161-59.1% | $147,586-75.0% |
| Participation rate | 25.0% | 79.7%-54.7pp | 76.9%-51.9pp | 82.8%-57.8pp |
| Annual return | 21.19% | 37.63%-16.4pp | 34.89%-13.7pp | 578.59%-557.4pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,017 | $5,733-64.8% | $5,287-61.8% | $5,439-62.9% |
| Admin fee / account holder | $14,043 | $8,046+74.5% | $5,943+136.3% | $10,886+29.0% |