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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 | $110,303-80.8% | $95,759-77.8% | $139,487-84.8% |
| Participation rate | 20.0% | 75.7%-55.7pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 9.40% | 27.19%-17.8pp | 28.42%-19.0pp | 373.84%-364.4pp |
| Employer contribution / active EE | $2,500 | $3,261-23.3% | $2,836-11.8% | $4,755-47.4% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,511 | $6,615-77.2% | $5,678-73.4% | $11,407-86.8% |