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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 | $13,259 | $103,038-87.1% | $90,324-85.3% | $152,909-91.3% |
| Participation rate | 69.2% | 75.9%-6.6pp | 73.3%-4.1pp | 82.5%-13.2pp |
| Annual return | 13.84% | 95.25%-81.4pp | 78.15%-64.3pp | 345.46%-331.6pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,117 | $4,282-27.2% | $3,885-19.8% | $5,851-46.7% |
| Admin fee / account holder | $4,260 | $6,177-31.0% | $5,356-20.5% | $11,601-63.3% |