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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 | $25,272 | $84,741-70.2% | $75,731-66.6% | $167,553-84.9% |
| Participation rate | 65.2% | 77.8%-12.6pp | 74.8%-9.6pp | 82.1%-16.9pp |
| Annual return | 12.09% | 199.72%-187.6pp | 104.65%-92.6pp | 478.89%-466.8pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,969 | $4,577-35.1% | $3,820-22.3% | $6,343-53.2% |
| Admin fee / account holder | $590 | $5,361-89.0% | $3,620-83.7% | $12,316-95.2% |