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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 | $25,953 | $84,236-69.2% | $170,439-84.8% | $70,124-63.0% |
| Participation rate | 20.2% | 70.8%-50.6pp | 83.6%-63.4pp | 69.5%-49.3pp |
| Annual return | 13.28% | 23.06%-9.8pp | 205.94%-192.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $949 | $3,086-69.2% | $4,939-80.8% | $3,332-71.5% |
| Admin fee / account holder | $2,328 | $5,698-59.1% | $13,881-83.2% | $4,645-49.9% |