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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 | $48,983 | $165,939-70.5% | $122,354-60.0% | $147,586-66.8% |
| Participation rate | 33.3% | 79.6%-46.2pp | 71.6%-38.3pp | 82.8%-49.5pp |
| Annual return | 15.17% | 34.56%-19.4pp | 30.28%-15.1pp | 578.59%-563.4pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,833 | $4,005-54.2% | $3,287-44.2% | $5,439-66.3% |
| Admin fee / account holder | $793 | $7,425-89.3% | $5,479-85.5% | $10,886-92.7% |