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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 | $58,570 | $85,171-31.2% | $172,753-66.1% | $72,976-19.7% |
| Participation rate | 28.1% | 70.1%-41.9pp | 82.6%-54.5pp | 69.5%-41.4pp |
| Annual return | 21.11% | 27.32%-6.2pp | 803.00%-781.9pp | 81.02%-59.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $944 | $3,260-71.0% | $5,198-81.8% | $3,608-73.8% |
| Admin fee / account holder | $5,966 | $5,880+1.5% | $13,956-57.2% | $5,124+16.4% |