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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 | $65,169 | $100,147-34.9% | $81,286-19.8% | $145,877-55.3% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 14.47% | 34.44%-20.0pp | 24.80%-10.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,086 | $4,607-76.4% | $3,883-72.0% | $6,691-83.8% |
| Admin fee / account holder | $1,454 | $8,201-82.3% | $5,764-74.8% | $13,402-89.2% |