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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 | $21,221 | $110,254-80.8% | $95,733-77.8% | $139,427-84.8% |
| Participation rate | 20.0% | 75.7%-55.7pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 9.40% | 27.13%-17.7pp | 28.37%-19.0pp | 373.27%-363.9pp |
| Employer contribution / active EE | $2,500 | $3,258-23.3% | $2,835-11.8% | $4,752-47.4% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,244-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,511 | $6,607-77.1% | $5,673-73.4% | $11,404-86.8% |