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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 | $21,668 | $110,337-80.4% | $102,383-78.8% | $145,877-85.1% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 12.90% | 24.83%-11.9pp | 24.94%-12.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,055 | $5,621-45.6% | $5,060-39.6% | $6,691-54.3% |
| Admin fee / account holder | $1,508 | $9,750-84.5% | $8,391-82.0% | $13,402-88.7% |