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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 | $68,223 | $176,402-61.3% | $134,155-49.1% | $158,950-57.1% |
| Participation rate | 20.0% | 78.7%-58.7pp | 72.2%-52.2pp | 82.0%-62.0pp |
| Annual return | 10.52% | 63.66%-53.1pp | 36.34%-25.8pp | 302.91%-292.4pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,740 | $4,093-8.6% | $3,500+6.9% | $5,983-37.5% |
| Admin fee / account holder | $36,435 | $8,719+317.9% | $6,685+445.0% | $11,248+223.9% |