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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 | $13,328 | $77,449-82.8% | $69,483-80.8% | $152,909-91.3% |
| Participation rate | 33.3% | 78.1%-44.8pp | 74.6%-41.3pp | 82.5%-49.1pp |
| Annual return | 22.53% | 39.09%-16.6pp | 28.99%-6.5pp | 345.46%-322.9pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,649 | $4,415-40.0% | $3,537-25.1% | $5,851-54.7% |
| Admin fee / account holder | $5,640 | $6,210-9.2% | $3,841+46.8% | $11,601-51.4% |