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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 | $68,818 | $117,426-41.4% | $99,470-30.8% | $152,885-55.0% |
| Participation rate | 21.7% | 77.5%-55.8pp | 73.8%-52.1pp | 82.5%-60.7pp |
| Annual return | 13.70% | 31.87%-18.2pp | 30.72%-17.0pp | 345.39%-331.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $913 | $4,086-77.7% | $3,619-74.8% | $5,851-84.4% |
| Admin fee / account holder | $797 | $7,634-89.6% | $6,252-87.3% | $11,598-93.1% |