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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 | $14,650 | $103,038-85.8% | $90,324-83.8% | $152,909-90.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 17.04% | 95.25%-78.2pp | 78.15%-61.1pp | 345.46%-328.4pp |
| Employer contribution / active EE | $2,004 | $3,141-36.2% | $2,856-29.8% | $4,764-57.9% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,941 | $6,177-68.6% | $5,356-63.8% | $11,601-83.3% |