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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 | $20,758 | $65,566-68.3% | $86,235-75.9% | $75,177-72.4% |
| Participation rate | 54.9% | 60.5%-5.6pp | 69.0%-14.1pp | 67.2%-12.3pp |
| Annual return | 13.89% | 46.07%-32.2pp | 1170.03%-1156.1pp | 160.75%-146.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,398 | $3,023-20.7% | $3,987-39.9% | $4,126-41.9% |
| Admin fee / account holder | $4,208 | $5,470-23.1% | $6,856-38.6% | $5,651-25.5% |