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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 | $23,278 | $176,402-86.8% | $134,162-82.6% | $158,982-85.4% |
| Participation rate | 53.8% | 78.7%-24.9pp | 72.2%-18.3pp | 82.0%-28.1pp |
| Annual return | 4.90% | 63.66%-58.8pp | 36.35%-31.4pp | 302.99%-298.1pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,265 | $4,093-69.1% | $3,500-63.8% | $5,983-78.9% |
| Admin fee / account holder | $42,445 | $8,719+386.8% | $6,685+534.9% | $11,252+277.2% |