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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 | $52,533 | $110,212-52.3% | $96,534-45.6% | $139,466-62.3% |
| Participation rate | 56.3% | 78.1%-21.9pp | 76.0%-19.7pp | 80.3%-24.1pp |
| Annual return | 12.81% | 26.42%-13.6pp | 25.88%-13.1pp | 373.66%-360.9pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,968 | $5,547-28.5% | $4,851-18.2% | $6,712-40.9% |
| Admin fee / account holder | $23,264 | $11,599+100.6% | $8,253+181.9% | $11,409+103.9% |