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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 | $19,534 | $81,276-76.0% | $155,574-87.4% | $80,925-75.9% |
| Participation rate | 32.6% | 66.2%-33.7pp | 78.2%-45.7pp | 67.7%-35.1pp |
| Annual return | 55.17% | 33.36%+21.8pp | 64.87%-9.7pp | 35.65%+19.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,796 | $3,453-48.0% | $5,629-68.1% | $4,299-58.2% |
| Admin fee / account holder | $1,526 | $7,993-80.9% | $15,914-90.4% | $6,940-78.0% |