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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 | $33,831 | $176,402-80.8% | $134,162-74.8% | $158,982-78.7% |
| Participation rate | 27.3% | 78.7%-51.5pp | 72.2%-44.9pp | 82.0%-54.7pp |
| Annual return | 16.61% | 63.66%-47.0pp | 36.35%-19.7pp | 302.99%-286.4pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,077 | $4,093-73.7% | $3,500-69.2% | $5,983-82.0% |
| Admin fee / account holder | $1,994 | $8,719-77.1% | $6,685-70.2% | $11,252-82.3% |