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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 | $56,083 | $113,338-50.5% | $94,993-41.0% | $147,586-62.0% |
| Participation rate | 26.1% | 78.0%-51.9pp | 73.9%-47.8pp | 82.8%-56.7pp |
| Annual return | 8.65% | 20.80%-12.2pp | 27.14%-18.5pp | 578.59%-569.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,097 | $3,777-71.0% | $3,317-66.9% | $5,439-79.8% |
| Admin fee / account holder | $657 | $6,063-89.2% | $4,960-86.8% | $10,886-94.0% |