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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 | $22,450 | $91,198-75.4% | $178,503-87.4% | $79,856-71.9% |
| Participation rate | 23.8% | 69.2%-45.4pp | 81.9%-58.1pp | 69.6%-45.8pp |
| Annual return | 16.92% | 24.20%-7.3pp | 151.12%-134.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,043 | $3,237-67.8% | $5,202-79.9% | $3,741-72.1% |
| Admin fee / account holder | $2,936 | $6,748-56.5% | $13,987-79.0% | $5,306-44.7% |