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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 | $22,657 | $112,131-79.8% | $95,964-76.4% | $158,982-85.7% |
| Participation rate | 29.2% | 79.0%-49.8pp | 77.1%-47.9pp | 82.0%-52.8pp |
| Annual return | 70.28% | 171.19%-100.9pp | 91.64%-21.4pp | 302.99%-232.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,078 | $4,784-35.7% | $4,167-26.1% | $5,983-48.6% |
| Admin fee / account holder | $847 | $10,136-91.6% | $6,797-87.5% | $11,252-92.5% |