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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 | $25,466 | $98,240-74.1% | $82,312-69.1% | $147,586-82.7% |
| Participation rate | 58.3% | 79.7%-21.4pp | 76.9%-18.6pp | 82.8%-24.5pp |
| Annual return | 9.12% | 30.85%-21.7pp | 25.88%-16.8pp | 578.59%-569.5pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,443 | $4,383-67.1% | $3,706-61.1% | $5,439-73.5% |
| Admin fee / account holder | $15,578 | $8,563+81.9% | $5,608+177.8% | $10,886+43.1% |