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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 | $15,734 | $84,236-81.3% | $170,435-90.8% | $70,126-77.6% |
| Participation rate | 54.8% | 70.8%-16.1pp | 83.6%-28.8pp | 69.5%-14.8pp |
| Annual return | 21.87% | 23.06%-1.2pp | 205.94%-184.1pp | 73.15%-51.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,408 | $3,086+42.8% | $4,939-10.8% | $3,332+32.3% |
| Admin fee / account holder | $1,479 | $5,698-74.0% | $13,881-89.3% | $4,645-68.2% |