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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 | $43,444 | $116,203-62.6% | $93,621-53.6% | $152,909-71.6% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.8%-39.5pp | 82.5%-46.1pp |
| Annual return | 24.02% | 35.96%-11.9pp | 32.76%-8.7pp | 345.46%-321.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $581 | $10,751-94.6% | $7,890-92.6% | $11,601-95.0% |