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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 | $21,146 | $65,575-67.8% | $86,209-75.5% | $75,181-71.9% |
| Participation rate | 52.9% | 60.5%-7.5pp | 69.0%-16.0pp | 67.2%-14.3pp |
| Annual return | 12.91% | 46.07%-33.2pp | 1169.05%-1156.1pp | 160.69%-147.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,047 | $3,023+0.8% | $3,986-23.6% | $4,126-26.1% |
| Admin fee / account holder | $434 | $5,470-92.1% | $6,853-93.7% | $5,650-92.3% |