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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 | $25,792 | $158,852-83.8% | $121,220-78.7% | $135,380-80.9% |
| Participation rate | 25.0% | 79.3%-54.3pp | 71.8%-46.8pp | 82.6%-57.6pp |
| Annual return | 8.51% | -0.64%+9.1pp | 16.94%-8.4pp | 519.81%-511.3pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,614 | $4,006-59.7% | $3,345-51.7% | $5,609-71.2% |
| Admin fee / account holder | $4,403 | $6,515-32.4% | $5,021-12.3% | $10,828-59.3% |