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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 | $36,403 | $85,766-57.6% | $136,298-73.3% | $70,126-48.1% |
| Participation rate | 56.8% | 74.2%-17.4pp | 81.9%-25.2pp | 69.5%-12.8pp |
| Annual return | 16.10% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,007 | $5,051-40.5% | $6,247-51.9% | $3,332-9.8% |
| Admin fee / account holder | $1,956 | $5,421-63.9% | $9,244-78.8% | $4,645-57.9% |