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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 | $36,914 | $165,939-77.8% | $122,354-69.8% | $147,586-75.0% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 12.43% | 34.56%-22.1pp | 30.28%-17.8pp | 578.59%-566.2pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,643 | $4,005-34.0% | $3,287-19.6% | $5,439-51.4% |
| Admin fee / account holder | $1,511 | $7,425-79.7% | $5,479-72.4% | $10,886-86.1% |