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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 | $25,690 | $89,370-71.3% | $141,197-81.8% | $72,976-64.8% |
| Participation rate | 62.0% | 75.1%-13.1pp | 82.5%-20.5pp | 69.5%-7.5pp |
| Annual return | 23.94% | 111.88%-87.9pp | 71.41%-47.5pp | 81.02%-57.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,130 | $5,419+50.0% | $6,710+21.2% | $3,608+125.4% |
| Admin fee / account holder | $8,875 | $5,957+49.0% | $10,265-13.5% | $5,124+73.2% |