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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 | $28,211 | $154,193-81.7% | $130,045-78.3% | $139,466-79.8% |
| Participation rate | 46.7% | 82.0%-35.3pp | 78.5%-31.8pp | 80.3%-33.7pp |
| Annual return | 17.27% | 32.51%-15.2pp | -137.30%+154.6pp | 373.66%-356.4pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,590 | $6,709-31.6% | $5,820-21.1% | $6,712-31.6% |
| Admin fee / account holder | $1,942 | $13,989-86.1% | $10,600-81.7% | $11,409-83.0% |