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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 | $36,151 | $85,766-57.8% | $136,298-73.5% | $70,126-48.4% |
| Participation rate | 68.1% | 74.2%-6.1pp | 81.9%-13.8pp | 69.5%-1.5pp |
| Annual return | 17.65% | 31.46%-13.8pp | 5156.27%-5138.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,897 | $5,051-42.6% | $6,247-53.6% | $3,332-13.0% |
| Admin fee / account holder | $1,102 | $5,421-79.7% | $9,244-88.1% | $4,645-76.3% |