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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 | $20,589 | $76,407-73.1% | $150,298-86.3% | $82,448-75.0% |
| Participation rate | 55.6% | 66.4%-10.8pp | 77.8%-22.2pp | 68.1%-12.5pp |
| Annual return | 45.14% | 39.99%+5.2pp | 62.79%-17.6pp | 41.64%+3.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,763 | $3,214-45.2% | $5,453-67.7% | $4,139-57.4% |
| Admin fee / account holder | $3,901 | $6,352-38.6% | $14,116-72.4% | $7,234-46.1% |