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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 | $15,527 | $91,179-83.0% | $178,499-91.3% | $79,852-80.6% |
| Participation rate | 44.2% | 69.2%-25.0pp | 81.9%-37.7pp | 69.6%-25.5pp |
| Annual return | 15.13% | 24.19%-9.1pp | 151.10%-136.0pp | 31.72%-16.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,705 | $3,236-16.4% | $5,202-48.0% | $3,740-27.7% |
| Admin fee / account holder | $4,105 | $6,749-39.2% | $13,986-70.6% | $5,306-22.6% |