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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 | $47,110 | $110,212-57.3% | $96,534-51.2% | $139,466-66.2% |
| Participation rate | 21.1% | 78.1%-57.1pp | 76.0%-54.9pp | 80.3%-59.3pp |
| Annual return | 21.61% | 26.42%-4.8pp | 25.88%-4.3pp | 373.66%-352.1pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,437 | $5,547-56.1% | $4,851-49.8% | $6,712-63.7% |
| Admin fee / account holder | $816 | $11,599-93.0% | $8,253-90.1% | $11,409-92.9% |