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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 | $25,653 | $64,705-60.4% | $62,929-59.2% | $67,986-62.3% |
| Participation rate | 25.6% | 65.6%-40.0pp | 73.1%-47.5pp | 57.2%-31.6pp |
| Annual return | 16.39% | 20.31%-3.9pp | 1063.93%-1047.5pp | 31.67%-15.3pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,121 | $3,198-64.9% | $3,888-71.2% | $3,358-66.6% |
| Admin fee / account holder | $320 | $1,428-77.6% | $5,065-93.7% | $3,203-90.0% |